PWAG
Polaris Wealth Advisory Group’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,588
| Closed | -$1.26M | – | 112 |
|
|
2016
Q2 | $1.26M | Buy |
11,588
+1,613
| +16% | +$175K | 0.2% | 47 |
|
|
2016
Q1 | $1.02M | Buy |
9,975
+1,175
| +13% | +$121K | 0.16% | 50 |
|
|
2015
Q4 | $805K | Buy |
8,800
+2,550
| +41% | +$233K | 0.13% | 63 |
|
|
2015
Q3 | $541K | Buy |
+6,250
| New | +$541K | 0.11% | 53 |
|