PWAG
Polaris Wealth Advisory Group’s iShares MSCI India ETF INDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-396,819
| Closed | -$12.9M | – | 295 |
|
|
2018
Q3 | $12.9M | Sell |
396,819
-8,350
| -2% | -$271K | 0.89% | 51 |
|
|
2018
Q2 | $13.8M | Sell |
405,169
-957
| -0.2% | -$32.7K | 1.17% | 40 |
|
|
2018
Q1 | $13.9M | Buy |
406,126
+3,430
| +0.9% | +$117K | 1.13% | 40 |
|
|
2017
Q4 | $14.5M | Buy |
402,696
+35,324
| +10% | +$1.27M | 1.19% | 38 |
|
|
2017
Q3 | $12.1M | Buy |
367,372
+65,863
| +22% | +$2.16M | 1.06% | 46 |
|
|
2017
Q2 | $9.68M | Buy |
301,509
+4,203
| +1% | +$135K | 1.1% | 37 |
|
|
2017
Q1 | $9.36M | Sell |
297,306
-5,466
| -2% | -$172K | 1.02% | 42 |
|
|
2016
Q4 | $8.12M | Sell |
302,772
-3,733
| -1% | -$100K | 0.94% | 46 |
|
|
2016
Q3 | $9.01M | Sell |
306,505
-14,978
| -5% | -$440K | 1.08% | 38 |
|
|
2016
Q2 | $8.98M | Sell |
321,483
-10,203
| -3% | -$285K | 1.39% | 31 |
|
|
2016
Q1 | $9M | Buy |
+331,686
| New | +$9M | 1.41% | 34 |
|