PWAG
Polaris Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-26,290
| Closed | -$6.62M | – | 158 |
|
|
2018
Q4 | $6.62M | Buy |
26,290
+1,954
| +8% | +$492K | 0.62% | 50 |
|
|
2018
Q3 | $7.12M | Buy |
24,336
+20,942
| +617% | +$6.13M | 0.49% | 59 |
|
|
2018
Q2 | $901K | Hold |
3,394
| – | – | 0.08% | 82 |
|
|
2018
Q1 | $901K | Buy |
3,394
+2,373
| +232% | +$630K | 0.07% | 92 |
|
|
2017
Q4 | $274K | Sell |
1,021
-4,024
| -80% | -$1.08M | 0.02% | 121 |
|
|
2017
Q3 | $1.28M | Sell |
5,045
-393
| -7% | -$99.4K | 0.11% | 84 |
|
|
2017
Q2 | $1.32M | Buy |
+5,438
| New | +$1.32M | 0.15% | 67 |
|