PWAG
Polaris Wealth Advisory Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-142,124
| Closed | -$25.7M | – | 157 |
|
|
2019
Q4 | $25.7M | Buy |
+142,124
| New | +$25.7M | 1.72% | 26 |
|
|
2018
Q4 | – | Sell |
-744
| Closed | -$157K | – | 328 |
|
|
2018
Q3 | $157K | Sell |
744
-94,251
| -99% | -$19.9M | 0.01% | 171 |
|
|
2018
Q2 | $20.9M | Sell |
94,995
-112
| -0.1% | -$24.6K | 1.76% | 26 |
|
|
2018
Q1 | $20.9M | Buy |
+95,107
| New | +$20.9M | 1.7% | 26 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$27K | – | 117 |
|
|
2014
Q1 | $27K | Hold |
200
| – | – | 0.01% | 107 |
|
|
2013
Q4 | $28K | Hold |
200
| – | – | 0.01% | 113 |
|
|
2013
Q3 | $23.9K | Hold |
200
| – | – | 0.01% | 97 |
|
|
2013
Q2 | $21.9K | Buy |
+200
| New | +$21.9K | 0.01% | 107 |
|