Polaris Wealth Advisory Group’s Herbalife HLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-47,340
Closed -$1.86M 182
2013
Q4
$1.86M Buy
47,340
+5,980
+14% +$235K 0.46% 32
2013
Q3
$1.44M Buy
+41,360
New +$1.44M 0.45% 24