PWAG
Polaris Wealth Advisory Group’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,546
| Closed | -$1.34M | – | 122 |
|
|
2017
Q1 | $1.34M | Buy |
18,546
+556
| +3% | +$40.1K | 0.15% | 68 |
|
|
2016
Q4 | $1.29M | Buy |
17,990
+330
| +2% | +$23.6K | 0.15% | 64 |
|
|
2016
Q3 | $1.18M | Buy |
17,660
+959
| +6% | +$64.1K | 0.14% | 62 |
|
|
2016
Q2 | $1.11M | Buy |
+16,701
| New | +$1.11M | 0.17% | 48 |
|
|
2015
Q3 | – | Sell |
-98,195
| Closed | -$6.09M | – | 73 |
|
|
2015
Q2 | $6.09M | Buy |
98,195
+12,367
| +14% | +$767K | 1.21% | 29 |
|
|
2015
Q1 | $5.95M | Buy |
85,828
+24,970
| +41% | +$1.73M | 1.08% | 21 |
|
|
2014
Q4 | $3.79M | Buy |
60,858
+1,703
| +3% | +$106K | 0.78% | 27 |
|
|
2014
Q3 | $3.26M | Buy |
59,155
+7,395
| +14% | +$408K | 0.73% | 26 |
|
|
2014
Q2 | $3.03M | Buy |
51,760
+1,339
| +3% | +$78.4K | 0.68% | 22 |
|
|
2014
Q1 | $2.65M | Buy |
50,421
+7,503
| +17% | +$394K | 0.62% | 22 |
|
|
2013
Q4 | $2.24M | Buy |
42,918
+8,468
| +25% | +$442K | 0.55% | 21 |
|
|
2013
Q3 | $1.44M | Buy |
+34,450
| New | +$1.44M | 0.45% | 25 |
|