PWAG
Polaris Wealth Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,050
| Closed | -$105K | – | 226 |
|
|
2018
Q3 | $105K | Buy |
+1,050
| New | +$105K | 0.01% | 187 |
|
|
2018
Q2 | – | Sell |
-1,050
| Closed | -$100K | – | 305 |
|
|
2018
Q1 | $100K | Buy |
+1,050
| New | +$100K | 0.01% | 166 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$15K | – | 91 |
|
|
2014
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 122 |
|
|
2013
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 135 |
|
|
2013
Q3 | $13.3K | Hold |
200
| – | – | ﹤0.01% | 114 |
|
|
2013
Q2 | $12.8K | Buy |
+200
| New | +$12.8K | 0.01% | 123 |
|