PWAG
Polaris Wealth Advisory Group’s Hain Celestial HAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,355
| Closed | -$481K | – | 463 |
|
|
2017
Q4 | $481K | Buy |
11,355
+764
| +7% | +$32.4K | 0.04% | 108 |
|
|
2017
Q3 | $436K | Buy |
+10,591
| New | +$436K | 0.04% | 109 |
|
|
2016
Q3 | – | Sell |
-10,044
| Closed | -$500K | – | 116 |
|
|
2016
Q2 | $500K | Sell |
10,044
-266
| -3% | -$13.2K | 0.08% | 65 |
|
|
2016
Q1 | $422K | Buy |
+10,310
| New | +$422K | 0.07% | 77 |
|