PWAG
Polaris Wealth Advisory Group’s Owens Corning OC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,785
| Closed | -$465K | – | 530 |
|
|
2018
Q2 | $465K | Hold |
5,785
| – | – | 0.04% | 87 |
|
|
2018
Q1 | $465K | Sell |
5,785
-392
| -6% | -$31.5K | 0.04% | 107 |
|
|
2017
Q4 | $568K | Buy |
6,177
+362
| +6% | +$33.3K | 0.05% | 99 |
|
|
2017
Q3 | $450K | Sell |
5,815
-1,485
| -20% | -$115K | 0.04% | 105 |
|
|
2017
Q2 | $489K | Sell |
7,300
-625
| -8% | -$41.9K | 0.06% | 90 |
|
|
2017
Q1 | $486K | Sell |
7,925
-191
| -2% | -$11.7K | 0.05% | 85 |
|
|
2016
Q4 | $418K | Buy |
8,116
+358
| +5% | +$18.4K | 0.05% | 85 |
|
|
2016
Q3 | $414K | Sell |
7,758
-185
| -2% | -$9.87K | 0.05% | 82 |
|
|
2016
Q2 | $409K | Buy |
+7,943
| New | +$409K | 0.06% | 70 |
|