PWAG
Polaris Wealth Advisory Group’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,364
| Closed | -$612K | – | 142 |
|
|
2015
Q3 | $612K | Buy |
13,364
+164
| +1% | +$7.51K | 0.13% | 51 |
|
|
2015
Q2 | $549K | Buy |
13,200
+365
| +3% | +$15.2K | 0.11% | 54 |
|
|
2015
Q1 | $537K | Buy |
12,835
+215
| +2% | +$9K | 0.1% | 62 |
|
|
2014
Q4 | $526K | Buy |
+12,620
| New | +$526K | 0.11% | 61 |
|
|
2014
Q2 | – | Sell |
-67,902
| Closed | -$2.4M | – | 102 |
|
|
2014
Q1 | $2.4M | Buy |
67,902
+10,979
| +19% | +$387K | 0.56% | 30 |
|
|
2013
Q4 | $2.06M | Buy |
56,923
+10,844
| +24% | +$393K | 0.51% | 24 |
|
|
2013
Q3 | $1.43M | Buy |
46,079
+17,880
| +63% | +$556K | 0.45% | 26 |
|
|
2013
Q2 | $872K | Buy |
+28,199
| New | +$872K | 0.35% | 19 |
|