PWAG
Polaris Wealth Advisory Group’s Cintas CTAS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.2M | Buy |
2,501
+827
| +49% | +$398K | 0.09% | 111 |
|
2023
Q2 | $832K | Sell |
1,674
-790
| -32% | -$393K | 0.06% | 120 |
|
2023
Q1 | $1.14M | Sell |
2,464
-35
| -1% | -$16.2K | 0.08% | 115 |
|
2022
Q4 | $1.13M | Buy |
2,499
+1,673
| +203% | +$759K | 0.08% | 112 |
|
2022
Q3 | $329K | Hold |
826
| – | – | 0.03% | 135 |
|
2022
Q2 | $309K | Hold |
826
| – | – | 0.02% | 119 |
|
2022
Q1 | $359K | Hold |
826
| – | – | 0.02% | 133 |
|
2021
Q4 | $366K | Hold |
826
| – | – | 0.02% | 142 |
|
2021
Q3 | $331K | Hold |
826
| – | – | 0.02% | 140 |
|
2021
Q2 | $315K | Hold |
826
| – | – | 0.02% | 139 |
|
2021
Q1 | $291K | Sell |
826
-19
| -2% | -$6.69K | 0.02% | 146 |
|
2020
Q4 | $296K | Sell |
845
-60,210
| -99% | -$21.1M | 0.02% | 153 |
|
2020
Q3 | $20.5M | Sell |
61,055
-31,536
| -34% | -$10.6M | 1.93% | 13 |
|
2020
Q2 | $24.8M | Buy |
+92,591
| New | +$24.8M | 1.96% | 18 |
|
2020
Q1 | – | Sell |
-780
| Closed | -$223K | – | 132 |
|
2019
Q4 | $223K | Hold |
780
| – | – | 0.01% | 136 |
|
2019
Q3 | $202K | Buy |
+780
| New | +$202K | 0.02% | 143 |
|
2018
Q4 | – | Sell |
-780
| Closed | -$154K | – | 210 |
|
2018
Q3 | $154K | Buy |
+780
| New | +$154K | 0.01% | 172 |
|
2018
Q2 | – | Sell |
-780
| Closed | -$133K | – | 290 |
|
2018
Q1 | $133K | Buy |
+780
| New | +$133K | 0.01% | 155 |
|