PWAG
Polaris Wealth Advisory Group’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-227,227
| Closed | -$4.43M | – | 153 |
|
|
2022
Q1 | $4.43M | Sell |
227,227
-145,735
| -39% | -$2.84M | 0.3% | 72 |
|
|
2021
Q4 | $7.38M | Sell |
372,962
-37,156
| -9% | -$735K | 0.42% | 72 |
|
|
2021
Q3 | $7.75M | Sell |
410,118
-3,506
| -0.8% | -$66.3K | 0.46% | 68 |
|
|
2021
Q2 | $7.08M | Buy |
+413,624
| New | +$7.08M | 0.42% | 71 |
|
|
2017
Q4 | – | Sell |
-178,551
| Closed | -$1.53M | – | 154 |
|
|
2017
Q3 | $1.53M | Buy |
178,551
+40,497
| +29% | +$347K | 0.13% | 79 |
|
|
2017
Q2 | $1.24M | Buy |
138,054
+28,925
| +27% | +$259K | 0.14% | 68 |
|
|
2017
Q1 | $939K | Buy |
109,129
+4,593
| +4% | +$39.5K | 0.1% | 78 |
|
|
2016
Q4 | $783K | Sell |
104,536
-7,614
| -7% | -$57K | 0.09% | 78 |
|
|
2016
Q3 | $838K | Buy |
112,150
+10,130
| +10% | +$75.7K | 0.1% | 70 |
|
|
2016
Q2 | $733K | Buy |
+102,020
| New | +$733K | 0.11% | 57 |
|