PWAG
FDS icon

Polaris Wealth Advisory Group’s Factset FDS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-98,579
Closed -$27.2M – 141
2019
Q4 		$27.2M Buy
+98,579
New +$27.2M 1.82% 21
2018
Q4 		– Sell
-275
Closed -$62K – 251
2018
Q3 		$62K Buy
+275
New +$62K ﹤0.01% 235