PWAG
Polaris Wealth Advisory Group’s Infosys INFY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-312,962
| Closed | -$5.46M | – | 169 |
|
2023
Q1 | $5.46M | Buy |
+312,962
| New | +$5.46M | 0.4% | 79 |
|
2022
Q3 | – | Sell |
-287,550
| Closed | -$5.32M | – | 168 |
|
2022
Q2 | $5.32M | Sell |
287,550
-30,294
| -10% | -$561K | 0.43% | 55 |
|
2022
Q1 | $7.57M | Buy |
+317,844
| New | +$7.57M | 0.51% | 66 |
|
2020
Q1 | – | Sell |
-339,034
| Closed | -$3.68M | – | 147 |
|
2019
Q4 | $3.68M | Buy |
+339,034
| New | +$3.68M | 0.25% | 76 |
|