PWAG
Polaris Wealth Advisory Group’s Leidos LDOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-67,973
| Closed | -$6.25M | – | 185 |
|
2022
Q3 | $6.25M | Buy |
+67,973
| New | +$6.25M | 0.52% | 60 |
|
2018
Q4 | – | Sell |
-57,576
| Closed | -$3.98M | – | 313 |
|
2018
Q3 | $3.98M | Buy |
57,576
+11,381
| +25% | +$787K | 0.27% | 72 |
|
2018
Q2 | $3.02M | Hold |
46,195
| – | – | 0.26% | 65 |
|
2018
Q1 | $3.02M | Buy |
+46,195
| New | +$3.02M | 0.25% | 66 |
|