PWAG
Polaris Wealth Advisory Group’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-318,516
| Closed | -$14.9M | – | 151 |
|
|
2017
Q2 | $14.9M | Buy |
318,516
+5,674
| +2% | +$266K | 1.7% | 29 |
|
|
2017
Q1 | $14.6M | Buy |
312,842
+176,260
| +129% | +$8.24M | 1.6% | 31 |
|
|
2016
Q4 | $6.4M | Buy |
+136,582
| New | +$6.4M | 0.74% | 52 |
|