PWAG
Polaris Wealth Advisory Group’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,185
| Closed | -$1.86M | – | 182 |
|
|
2021
Q4 | $1.86M | Buy |
10,185
+2,664
| +35% | +$487K | 0.11% | 96 |
|
|
2021
Q3 | $1.24M | Buy |
+7,521
| New | +$1.24M | 0.07% | 100 |
|
|
2015
Q3 | – | Sell |
-55,142
| Closed | -$6.19M | – | 78 |
|
|
2015
Q2 | $6.19M | Buy |
55,142
+6,655
| +14% | +$747K | 1.23% | 27 |
|
|
2015
Q1 | $5.37M | Buy |
48,487
+14,836
| +44% | +$1.64M | 0.98% | 30 |
|
|
2014
Q4 | $3.3M | Buy |
33,651
+2,611
| +8% | +$256K | 0.68% | 38 |
|
|
2014
Q3 | $2.68M | Buy |
31,040
+4,130
| +15% | +$357K | 0.6% | 39 |
|
|
2014
Q2 | $2.4M | Buy |
26,910
+1,296
| +5% | +$116K | 0.54% | 33 |
|
|
2014
Q1 | $2.14M | Buy |
25,614
+4,195
| +20% | +$351K | 0.5% | 37 |
|
|
2013
Q4 | $1.73M | Buy |
21,419
+1,154
| +6% | +$93.4K | 0.43% | 40 |
|
|
2013
Q3 | $1.45M | Buy |
20,265
+6,610
| +48% | +$473K | 0.45% | 23 |
|
|
2013
Q2 | $826K | Buy |
+13,655
| New | +$826K | 0.33% | 26 |
|