PWAG
Polaris Wealth Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-233
| Closed | -$51K | – | 302 |
|
|
2018
Q3 | $51K | Sell |
233
-857
| -79% | -$188K | ﹤0.01% | 246 |
|
|
2018
Q2 | $225K | Hold |
1,090
| – | – | 0.02% | 98 |
|
|
2018
Q1 | $225K | Buy |
1,090
+44
| +4% | +$9.08K | 0.02% | 130 |
|
|
2017
Q4 | $218K | Buy |
+1,046
| New | +$218K | 0.02% | 136 |
|
|
2016
Q1 | – | Sell |
-1,384
| Closed | -$222K | – | 125 |
|
|
2015
Q4 | $222K | Buy |
+1,384
| New | +$222K | 0.04% | 133 |
|