PWAG
Polaris Wealth Advisory Group’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-764
| Closed | -$20K | – | 282 |
|
|
2018
Q3 | $20K | Buy |
764
+118
| +18% | +$3.09K | ﹤0.01% | 328 |
|
|
2018
Q2 | $14K | Hold |
646
| – | – | ﹤0.01% | 186 |
|
|
2018
Q1 | $14K | Buy |
+646
| New | +$14K | ﹤0.01% | 326 |
|
|
2015
Q1 | – | Sell |
-208,122
| Closed | -$3.79M | – | 83 |
|
|
2014
Q4 | $3.79M | Buy |
208,122
+19,994
| +11% | +$364K | 0.78% | 26 |
|
|
2014
Q3 | $3.03M | Buy |
+188,128
| New | +$3.03M | 0.68% | 30 |
|