PWAG
Polaris Wealth Advisory Group’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-93,495
| Closed | -$9.38M | – | 132 |
|
|
2015
Q4 | $9.38M | Buy |
93,495
+20,845
| +29% | +$2.09M | 1.51% | 31 |
|
|
2015
Q3 | $7.13M | Buy |
+72,650
| New | +$7.13M | 1.46% | 30 |
|
|
2015
Q1 | – | Sell |
-32,652
| Closed | -$3.13M | – | 89 |
|
|
2014
Q4 | $3.13M | Buy |
32,652
+1,817
| +6% | +$174K | 0.64% | 45 |
|
|
2014
Q3 | $2.91M | Buy |
30,835
+4,350
| +16% | +$411K | 0.65% | 33 |
|
|
2014
Q2 | $2.32M | Buy |
26,485
+1,840
| +7% | +$161K | 0.52% | 38 |
|
|
2014
Q1 | $1.96M | Buy |
+24,645
| New | +$1.96M | 0.46% | 46 |
|