Polaris Wealth Advisory Group’s Polaris PII Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PII Stock Details PII Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$312K	Buy
2023 Q2	–	Sell
2023 Q1	$332K	Hold
2022 Q4	$318K	Hold
2022 Q3	$294K	Hold
2022 Q2	$298K	Hold
2022 Q1	$311K	Hold
2021 Q4	$330K	Hold
2021 Q3	$372K	Hold
2021 Q2	$403K	Hold
2021 Q1	$415K	Hold
2020 Q4	$315K	Hold
2020 Q3	$306K	Hold
2020 Q2	$273K	Buy
2020 Q1	–	Sell
2019 Q4	$283K	Hold
2019 Q3	$254K	Hold
2019 Q2	$271K	Hold
2019 Q1	$259K	Hold
2018 Q4	$230K	Hold
2018 Q3	$303K	Buy
2018 Q2	$115K	Sell
2018 Q1	$458K	Hold
2017 Q4	$496K	Buy
2017 Q3	$314K	Hold
2017 Q2	$277K	Hold
2017 Q1	$251K	Hold
2016 Q4	$247K	Hold
2016 Q3	$232K	Hold
2016 Q2	$245K	Buy