Polaris Wealth Advisory Group’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $944K | Buy |
|
|||||
|
2023
Q2 | $876K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $26.7M | Sell |
|
|||||
|
2018
Q4 | $25.2M | Sell |
|
|||||
|
2018
Q3 | $26.5M | Sell |
|
|||||
|
2018
Q2 | $27M | Sell |
|
|||||
|
2018
Q1 | $27M | Buy |
|
|||||
|
2017
Q4 | $22.2M | Buy |
|
|||||
|
2017
Q3 | $21.2M | Buy |
|
|||||
|
2017
Q2 | $19.3M | Buy |
|
|||||
|
2017
Q1 | $18.4M | Buy |
|
|||||
|
2016
Q4 | $17.3M | Sell |
|
|||||
|
2016
Q3 | $17.7M | Buy |
|
|||||
|
2016
Q2 | $16M | Buy |
|
|||||
|
2016
Q1 | $13.8M | Buy |
|
|||||
|
2015
Q4 | $10.3M | Buy |
|
|||||
|
2015
Q3 | $7.47M | Buy |
|
|||||
|
2015
Q2 | $5.59M | Buy |
|
|||||
|
2015
Q1 | $4.99M | Buy |
|