PWAG
Polaris Wealth Advisory Group’s Keysight KEYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,807
| Closed | -$1.42M | – | 173 |
|
|
2023
Q1 | $1.42M | Buy |
8,807
+91
| +1% | +$14.7K | 0.1% | 105 |
|
|
2022
Q4 | $1.56M | Sell |
8,716
-36
| -0.4% | -$6.46K | 0.12% | 99 |
|
|
2022
Q3 | $1.4M | Buy |
+8,752
| New | +$1.4M | 0.12% | 91 |
|
|
2018
Q4 | – | Sell |
-448
| Closed | -$30K | – | 306 |
|
|
2018
Q3 | $30K | Hold |
448
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $23K | Hold |
448
| – | – | ﹤0.01% | 167 |
|
|
2018
Q1 | $23K | Buy |
+448
| New | +$23K | ﹤0.01% | 286 |
|