PWAG
Polaris Wealth Advisory Group’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-31,187
| Closed | -$3.1M | – | 513 |
|
|
2018
Q2 | $3.1M | Hold |
31,187
| – | – | 0.26% | 63 |
|
|
2018
Q1 | $3.1M | Buy |
31,187
+8,917
| +40% | +$886K | 0.25% | 65 |
|
|
2017
Q4 | $2.31M | Buy |
22,270
+3,826
| +21% | +$397K | 0.19% | 68 |
|
|
2017
Q3 | $2.1M | Buy |
18,444
+3,429
| +23% | +$391K | 0.19% | 68 |
|
|
2017
Q2 | $1.64M | Buy |
15,015
+579
| +4% | +$63.2K | 0.19% | 57 |
|
|
2017
Q1 | $1.48M | Buy |
14,436
+172
| +1% | +$17.7K | 0.16% | 65 |
|
|
2016
Q4 | $1.21M | Buy |
14,264
+374
| +3% | +$31.6K | 0.14% | 67 |
|
|
2016
Q3 | $1.08M | Buy |
13,890
+962
| +7% | +$74.7K | 0.13% | 64 |
|
|
2016
Q2 | $1.03M | Buy |
+12,928
| New | +$1.03M | 0.16% | 50 |
|