PWAG
Polaris Wealth Advisory Group’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-161,912
| Closed | -$11.4M | – | 180 |
|
|
2021
Q4 | $11.4M | Sell |
161,912
-214,848
| -57% | -$15.1M | 0.65% | 54 |
|
|
2021
Q3 | $23.7M | Buy |
376,760
+213,264
| +130% | +$13.4M | 1.42% | 31 |
|
|
2021
Q2 | $9.49M | Buy |
163,496
+9,163
| +6% | +$532K | 0.56% | 52 |
|
|
2021
Q1 | $8.25M | Buy |
154,333
+17,318
| +13% | +$926K | 0.53% | 60 |
|
|
2020
Q4 | $6.09M | Buy |
137,015
+1,094
| +0.8% | +$48.6K | 0.46% | 69 |
|
|
2020
Q3 | $4.81M | Sell |
135,921
-51,870
| -28% | -$1.84M | 0.45% | 59 |
|
|
2020
Q2 | $5.83M | Buy |
+187,791
| New | +$5.83M | 0.46% | 53 |
|