PWAG
Polaris Wealth Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-167
| Closed | -$8K | – | 334 |
|
|
2018
Q3 | $8K | Buy |
167
+148
| +779% | +$7.09K | ﹤0.01% | 418 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 243 |
|
|
2018
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 450 |
|
|
2017
Q3 | – | Sell |
-12,672
| Closed | -$637K | – | 153 |
|
|
2017
Q2 | $637K | Buy |
+12,672
| New | +$637K | 0.07% | 84 |
|