PWAG
Polaris Wealth Advisory Group’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $944K | Buy |
19,418
+1,854
| +11% | +$90.1K | 0.07% | 121 |
|
|
2023
Q2 | $876K | Buy |
+17,564
| New | +$876K | 0.07% | 115 |
|
|
2019
Q2 | – | Sell |
-302,339
| Closed | -$26.7M | – | 166 |
|
|
2019
Q1 | $26.7M | Sell |
302,339
-6,602
| -2% | -$584K | 2.01% | 14 |
|
|
2018
Q4 | $25.2M | Sell |
308,941
-86
| -0% | -$7.02K | 2.37% | 9 |
|
|
2018
Q3 | $26.5M | Sell |
309,027
-3,862
| -1% | -$331K | 1.83% | 18 |
|
|
2018
Q2 | $27M | Sell |
312,889
-138
| -0% | -$11.9K | 2.28% | 14 |
|
|
2018
Q1 | $27M | Buy |
313,027
+23,819
| +8% | +$2.05M | 2.2% | 14 |
|
|
2017
Q4 | $22.2M | Buy |
289,208
+15,743
| +6% | +$1.21M | 1.82% | 21 |
|
|
2017
Q3 | $21.2M | Buy |
273,465
+3,699
| +1% | +$287K | 1.87% | 18 |
|
|
2017
Q2 | $19.3M | Buy |
269,766
+5,161
| +2% | +$369K | 2.19% | 20 |
|
|
2017
Q1 | $18.4M | Buy |
264,605
+6,507
| +3% | +$452K | 2.01% | 16 |
|
|
2016
Q4 | $17.3M | Sell |
258,098
-3,898
| -1% | -$262K | 2.01% | 20 |
|
|
2016
Q3 | $17.7M | Buy |
261,996
+14,758
| +6% | +$997K | 2.11% | 15 |
|
|
2016
Q2 | $16M | Buy |
247,238
+39,149
| +19% | +$2.53M | 2.48% | 13 |
|
|
2016
Q1 | $13.8M | Buy |
208,089
+31,069
| +18% | +$2.06M | 2.16% | 16 |
|
|
2015
Q4 | $10.3M | Buy |
177,020
+36,889
| +26% | +$2.15M | 1.66% | 19 |
|
|
2015
Q3 | $7.47M | Buy |
140,131
+25,605
| +22% | +$1.37M | 1.53% | 24 |
|
|
2015
Q2 | $5.59M | Buy |
114,526
+16,597
| +17% | +$810K | 1.11% | 38 |
|
|
2015
Q1 | $4.99M | Buy |
+97,929
| New | +$4.99M | 0.91% | 42 |
|