PWAG
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Polaris Wealth Advisory Group’s DaVita DVA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DVA Stock Details DVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$43K – 225
2018
Q3 		$43K Buy
+600
New +$43K ﹤0.01% 260
2018
Q2 		– Sell
-600
Closed -$40K – 303
2018
Q1 		$40K Buy
+600
New +$40K ﹤0.01% 233