PWAG
PRE
Polaris Wealth Advisory Group’s PARTNERRE LTD PRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-59,372
| Closed | -$8.25M | – | 146 |
|
|
2015
Q3 | $8.25M | Buy |
59,372
+8,254
| +16% | +$1.15M | 1.69% | 19 |
|
|
2015
Q2 | $6.57M | Buy |
51,118
+6,211
| +14% | +$798K | 1.31% | 23 |
|
|
2015
Q1 | $5.13M | Buy |
44,907
+15,285
| +52% | +$1.75M | 0.93% | 36 |
|
|
2014
Q4 | $3.38M | Buy |
+29,622
| New | +$3.38M | 0.69% | 37 |
|