PWAG
Polaris Wealth Advisory Group’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,046
| Closed | -$1.23M | – | 180 |
|
|
2021
Q1 | $1.23M | Buy |
+7,046
| New | +$1.23M | 0.08% | 93 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$6K | – | 518 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 218 |
|
|
2018
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 393 |
|
|
2016
Q1 | – | Sell |
-79,932
| Closed | -$9.94M | – | 115 |
|
|
2015
Q4 | $9.94M | Buy |
79,932
+16,590
| +26% | +$2.06M | 1.6% | 25 |
|
|
2015
Q3 | $7.45M | Buy |
+63,342
| New | +$7.45M | 1.52% | 26 |
|
|
2015
Q1 | – | Sell |
-34,966
| Closed | -$2.99M | – | 80 |
|
|
2014
Q4 | $2.99M | Buy |
34,966
+3,801
| +12% | +$324K | 0.61% | 51 |
|
|
2014
Q3 | $2.73M | Buy |
+31,165
| New | +$2.73M | 0.61% | 37 |
|