PWAG
Polaris Wealth Advisory Group’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-24,164
| Closed | -$3.25M | – | 160 |
|
|
2018
Q4 | $3.25M | Sell |
24,164
-578
| -2% | -$77.8K | 0.31% | 60 |
|
|
2018
Q3 | $4.19M | Buy |
24,742
+3,290
| +15% | +$557K | 0.29% | 68 |
|
|
2018
Q2 | $3.46M | Hold |
21,452
| – | – | 0.29% | 59 |
|
|
2018
Q1 | $3.46M | Buy |
21,452
+5,790
| +37% | +$934K | 0.28% | 60 |
|
|
2017
Q4 | $2.22M | Buy |
15,662
+2,605
| +20% | +$369K | 0.18% | 71 |
|
|
2017
Q3 | $1.72M | Buy |
+13,057
| New | +$1.72M | 0.15% | 75 |
|