PWAG
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Polaris Wealth Advisory Group’s loanDepot LDI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LDI Stock Details LDI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,393
Closed -$91K – 159
2022
Q1 		$91K Buy
+25,393
New +$91K 0.01% 155