PWAG
Polaris Wealth Advisory Group’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,201
| Closed | -$492K | – | 462 |
|
|
2017
Q4 | $492K | Buy |
5,201
+289
| +6% | +$27.3K | 0.04% | 106 |
|
|
2017
Q3 | $439K | Sell |
4,912
-1,522
| -24% | -$136K | 0.04% | 107 |
|
|
2017
Q2 | $470K | Sell |
6,434
-1,057
| -14% | -$77.2K | 0.05% | 94 |
|
|
2017
Q1 | $521K | Buy |
7,491
+176
| +2% | +$12.2K | 0.06% | 84 |
|
|
2016
Q4 | $414K | Buy |
+7,315
| New | +$414K | 0.05% | 86 |
|