PWAG
Polaris Wealth Advisory Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-651
| Closed | -$53K | – | 367 |
|
|
2018
Q3 | $53K | Buy |
651
+236
| +57% | +$19.2K | ﹤0.01% | 243 |
|
|
2018
Q2 | $41K | Hold |
415
| – | – | ﹤0.01% | 141 |
|
|
2018
Q1 | $41K | Buy |
+415
| New | +$41K | ﹤0.01% | 232 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$8K | – | 125 |
|
|
2014
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 134 |
|
|
2013
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 152 |
|
|
2013
Q3 | $8.66K | Hold |
100
| – | – | ﹤0.01% | 118 |
|
|
2013
Q2 | $8.66K | Buy |
+100
| New | +$8.66K | ﹤0.01% | 126 |
|