Polaris Wealth Advisory Group’s KEURIG GREEN MTN INC GMCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,183
| Closed | -$674K | – | 91 |
|
|
2014
Q3 | $674K | Buy |
5,183
+195
| +4% | +$25.4K | 0.15% | 50 |
|
|
2014
Q2 | $622K | Sell |
4,988
-54
| -1% | -$6.73K | 0.14% | 50 |
|
|
2014
Q1 | $532K | Buy |
5,042
+425
| +9% | +$44.8K | 0.12% | 53 |
|
|
2013
Q4 | $349K | Buy |
4,617
+2,867
| +164% | +$217K | 0.09% | 63 |
|
|
2013
Q3 | $132K | Buy |
1,750
+1,220
| +230% | +$91.9K | 0.04% | 63 |
|
|
2013
Q2 | $39.9K | Buy |
+530
| New | +$39.9K | 0.02% | 84 |
|