PWAG
Polaris Wealth Advisory Group’s iShares MSCI Canada ETF EWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Hold |
0
| – | – | – | 246 |
|
|
2018
Q3 | – | Sell |
-35
| Closed | -$1K | – | 517 |
|
|
2018
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 241 |
|
|
2018
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 447 |
|
|
2017
Q3 | – | Sell |
-336,107
| Closed | -$8.99M | – | 148 |
|
|
2017
Q2 | $8.99M | Buy |
336,107
+7,626
| +2% | +$204K | 1.02% | 41 |
|
|
2017
Q1 | $8.83M | Sell |
328,481
-5,665
| -2% | -$152K | 0.96% | 47 |
|
|
2016
Q4 | $8.74M | Sell |
334,146
-5,437
| -2% | -$142K | 1.01% | 42 |
|
|
2016
Q3 | $8.72M | Sell |
339,583
-14,777
| -4% | -$380K | 1.04% | 44 |
|
|
2016
Q2 | $8.69M | Buy |
+354,360
| New | +$8.69M | 1.35% | 33 |
|
|
2014
Q2 | – | Sell |
-175
| Closed | -$5K | – | 95 |
|
|
2014
Q1 | $5K | Hold |
175
| – | – | ﹤0.01% | 148 |
|
|
2013
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 168 |
|
|
2013
Q3 | $4.95K | Hold |
175
| – | – | ﹤0.01% | 129 |
|
|
2013
Q2 | $4.58K | Buy |
+175
| New | +$4.58K | ﹤0.01% | 136 |
|