PWAG
Polaris Wealth Advisory Group’s Live Nation Entertainment LYV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-18,898
| Closed | -$1.32M | – | 177 |
|
2023
Q1 | $1.32M | Buy |
+18,898
| New | +$1.32M | 0.1% | 110 |
|
2022
Q3 | – | Sell |
-15,228
| Closed | -$1.26M | – | 171 |
|
2022
Q2 | $1.26M | Sell |
15,228
-1,512
| -9% | -$125K | 0.1% | 88 |
|
2022
Q1 | $1.84M | Sell |
16,740
-843
| -5% | -$92.4K | 0.12% | 84 |
|
2021
Q4 | $2.11M | Buy |
17,583
+4,550
| +35% | +$545K | 0.12% | 92 |
|
2021
Q3 | $1.29M | Buy |
+13,033
| New | +$1.29M | 0.08% | 95 |
|
2021
Q1 | – | Sell |
-6,028
| Closed | -$443K | – | 187 |
|
2020
Q4 | $443K | Buy |
+6,028
| New | +$443K | 0.03% | 132 |
|
2019
Q4 | – | Sell |
-48,085
| Closed | -$3.22M | – | 169 |
|
2019
Q3 | $3.22M | Buy |
+48,085
| New | +$3.22M | 0.26% | 62 |
|