PWAG
Polaris Wealth Advisory Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-96
| Closed | -$3K | – | 215 |
|
|
2018
Q3 | $3K | Buy |
96
+30
| +45% | +$938 | ﹤0.01% | 468 |
|
|
2018
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 238 |
|
|
2018
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 433 |
|
|
2015
Q3 | – | Sell |
-396,072
| Closed | -$11.3M | – | 72 |
|
|
2015
Q2 | $11.3M | Sell |
396,072
-5,657
| -1% | -$162K | 2.25% | 17 |
|
|
2015
Q1 | $12M | Buy |
+401,729
| New | +$12M | 2.19% | 17 |
|