PWAG
Polaris Wealth Advisory Group’s Cincinnati Financial CINF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-227,345
| Closed | -$16.9M | – | 514 |
|
|
2018
Q2 | $16.9M | Sell |
227,345
-137
| -0.1% | -$10.2K | 1.43% | 33 |
|
|
2018
Q1 | $16.9M | Buy |
227,482
+19,741
| +10% | +$1.47M | 1.38% | 33 |
|
|
2017
Q4 | $15.6M | Buy |
207,741
+9,282
| +5% | +$696K | 1.28% | 36 |
|
|
2017
Q3 | $15.2M | Buy |
198,459
+510
| +0.3% | +$39.1K | 1.34% | 35 |
|
|
2017
Q2 | $14.3M | Buy |
197,949
+5,000
| +3% | +$362K | 1.63% | 31 |
|
|
2017
Q1 | $13.9M | Buy |
192,949
+6,557
| +4% | +$474K | 1.52% | 35 |
|
|
2016
Q4 | $14.1M | Sell |
186,392
-6,171
| -3% | -$467K | 1.64% | 29 |
|
|
2016
Q3 | $14.5M | Buy |
192,563
+7,083
| +4% | +$534K | 1.74% | 29 |
|
|
2016
Q2 | $13.9M | Buy |
185,480
+22,448
| +14% | +$1.68M | 2.16% | 22 |
|
|
2016
Q1 | $10.7M | Buy |
+163,032
| New | +$10.7M | 1.67% | 31 |
|