PWAG
Polaris Wealth Advisory Group’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-121,608
| Closed | -$2.5M | – | 169 |
|
|
2019
Q2 | $2.5M | Buy |
+121,608
| New | +$2.5M | 0.19% | 77 |
|
|
2018
Q4 | – | Sell |
-425
| Closed | -$10K | – | 299 |
|
|
2018
Q3 | $10K | Buy |
+425
| New | +$10K | ﹤0.01% | 403 |
|
|
2018
Q2 | – | Sell |
-425
| Closed | -$14K | – | 339 |
|
|
2018
Q1 | $14K | Buy |
+425
| New | +$14K | ﹤0.01% | 327 |
|