PWAG
CIO

Polaris Wealth Advisory Group’s City Office REIT CIO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CIO Stock Details CIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$13K – 197
2018
Q3 		$13K Hold
1,000
– – ﹤0.01% 374
2018
Q2 		$12K Hold
1,000
– – ﹤0.01% 193
2018
Q1 		$12K Buy
+1,000
New +$12K ﹤0.01% 341