PWAG
Polaris Wealth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-460
| Closed | -$78K | – | 301 |
|
|
2018
Q3 | $78K | Hold |
460
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $70K | Sell |
460
-1,502
| -77% | -$229K | 0.01% | 123 |
|
|
2018
Q1 | $298K | Buy |
+1,962
| New | +$298K | 0.02% | 118 |
|
|
2017
Q3 | – | Sell |
-7,976
| Closed | -$1.12M | – | 150 |
|
|
2017
Q2 | $1.12M | Buy |
+7,976
| New | +$1.12M | 0.13% | 73 |
|