PWAG
Polaris Wealth Advisory Group’s NetEase NTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31,507
| Closed | -$2.94M | – | 174 |
|
|
2022
Q2 | $2.94M | Buy |
+31,507
| New | +$2.94M | 0.24% | 67 |
|
|
2018
Q3 | – | Sell |
-33,203
| Closed | -$9.31M | – | 529 |
|
|
2018
Q2 | $9.31M | Hold |
33,203
| – | – | 0.79% | 51 |
|
|
2018
Q1 | $9.31M | Buy |
33,203
+4,629
| +16% | +$1.3M | 0.76% | 51 |
|
|
2017
Q4 | $9.86M | Buy |
28,574
+2,541
| +10% | +$877K | 0.81% | 52 |
|
|
2017
Q3 | $6.87M | Buy |
+26,033
| New | +$6.87M | 0.6% | 57 |
|