PWAG
Polaris Wealth Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.22M | Buy |
10,940
+2,864
| +35% | +$581K | 0.17% | 99 |
|
|
2023
Q2 | $1.71M | Buy |
8,076
+6,283
| +350% | +$1.33M | 0.13% | 100 |
|
|
2023
Q1 | $358K | Buy |
1,793
+10
| +0.6% | +$2K | 0.03% | 145 |
|
|
2022
Q4 | $258K | Hold |
1,783
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $260K | Sell |
1,783
-15,487
| -90% | -$2.26M | 0.02% | 144 |
|
|
2022
Q2 | $2.85M | Buy |
17,270
+15,888
| +1,150% | +$2.62M | 0.23% | 68 |
|
|
2022
Q1 | $277K | Sell |
1,382
-35,740
| -96% | -$7.16M | 0.02% | 138 |
|
|
2021
Q4 | $9.43M | Sell |
37,122
-429
| -1% | -$109K | 0.54% | 58 |
|
|
2021
Q3 | $10.3M | Buy |
37,551
+32,860
| +700% | +$9.02M | 0.62% | 54 |
|
|
2021
Q2 | $1.15M | Sell |
4,691
-826
| -15% | -$202K | 0.07% | 92 |
|
|
2021
Q1 | $1.28M | Buy |
5,517
+4,135
| +299% | +$956K | 0.08% | 91 |
|
|
2020
Q4 | $307K | Hold |
1,382
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $348K | Sell |
1,382
-52
| -4% | -$13.1K | 0.03% | 124 |
|
|
2020
Q2 | $275K | Sell |
1,434
-218
| -13% | -$41.8K | 0.02% | 125 |
|
|
2020
Q1 | $238K | Buy |
1,652
+266
| +19% | +$38.3K | 0.03% | 107 |
|
|
2019
Q4 | $253K | Sell |
1,386
-285
| -17% | -$52K | 0.02% | 131 |
|
|
2019
Q3 | $241K | Sell |
1,671
-311
| -16% | -$44.9K | 0.02% | 134 |
|
|
2019
Q2 | $305K | Buy |
1,982
+600
| +43% | +$92.3K | 0.02% | 122 |
|
|
2019
Q1 | $223K | Buy |
+1,382
| New | +$223K | 0.02% | 147 |
|
|
2018
Q4 | – | Sell |
-1,382
| Closed | -$220K | – | 209 |
|
|
2018
Q3 | $220K | Buy |
+1,382
| New | +$220K | 0.02% | 150 |
|
|
2018
Q2 | – | Sell |
-1,332
| Closed | -$155K | – | 288 |
|
|
2018
Q1 | $155K | Buy |
+1,332
| New | +$155K | 0.01% | 149 |
|