PWAG
PIV
Polaris Wealth Advisory Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-593
| Closed | -$18K | – | 555 |
|
|
2018
Q2 | $18K | Hold |
593
| – | – | ﹤0.01% | 178 |
|
|
2018
Q1 | $18K | Buy |
+593
| New | +$18K | ﹤0.01% | 306 |
|
|
2017
Q4 | – | Sell |
-16,334
| Closed | -$470K | – | 167 |
|
|
2017
Q3 | $470K | Sell |
16,334
-1,376
| -8% | -$39.6K | 0.04% | 99 |
|
|
2017
Q2 | $495K | Buy |
+17,710
| New | +$495K | 0.06% | 89 |
|