PWAG
Polaris Wealth Advisory Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-518
| Closed | -$14K | – | 356 |
|
|
2018
Q3 | $14K | Sell |
518
-37,573
| -99% | -$1.02M | ﹤0.01% | 369 |
|
|
2018
Q2 | $1.07M | Hold |
38,091
| – | – | 0.09% | 78 |
|
|
2018
Q1 | $1.07M | Buy |
38,091
+6,006
| +19% | +$169K | 0.09% | 87 |
|
|
2017
Q4 | $948K | Buy |
+32,085
| New | +$948K | 0.08% | 87 |
|
|
2016
Q4 | – | Sell |
-189,017
| Closed | -$5.79M | – | 122 |
|
|
2016
Q3 | $5.79M | Sell |
189,017
-450
| -0.2% | -$13.8K | 0.69% | 51 |
|
|
2016
Q2 | $5.6M | Buy |
189,467
+2,180
| +1% | +$64.5K | 0.87% | 39 |
|
|
2016
Q1 | $5.3M | Buy |
+187,287
| New | +$5.3M | 0.83% | 41 |
|