Polaris Wealth Advisory Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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

Polaris Wealth Advisory Group's PIV Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q3 2018, closing a stake of 593 shares — an estimated $18K sold.

Polaris Wealth Advisory Group first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $495K in Q2 2017. 0 funds tracked by Wall St. Rank hold PIV as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 593 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q3 2018, an estimated $18K.
Polaris Wealth Advisory Group first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2017 and held it in 4 quarters.
Polaris Wealth Advisory Group's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $495K in Q2 2017.
0 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.