PWAG
INFO

Polaris Wealth Advisory Group’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio INFO Stock Details INFO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-233,495
Closed -$18.4M – 215
2020
Q3 		$18.4M Sell
233,495
-104,739
-31% -$8.23M 1.73% 19
2020
Q2 		$25.7M Buy
+338,234
New +$25.7M 2.03% 13