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Polaris Wealth Advisory Group’s MSCI MSCI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-53,410
Closed -$24.2M – 189
2020
Q4 		$24.2M Buy
+53,410
New +$24.2M 1.81% 15