PWAG
Polaris Wealth Advisory Group’s iShares Global Industrials ETF EXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-178,197
| Closed | -$12.7M | – | 97 |
|
|
2014
Q1 | $12.7M | Buy |
178,197
+3,734
| +2% | +$266K | 2.97% | 12 |
|
|
2013
Q4 | $12.5M | Buy |
174,463
+7,283
| +4% | +$520K | 3.06% | 11 |
|
|
2013
Q3 | $11M | Buy |
167,180
+4,290
| +3% | +$282K | 3.41% | 14 |
|
|
2013
Q2 | $9.58M | Buy |
+162,890
| New | +$9.58M | 3.85% | 11 |
|