PWAG
Polaris Wealth Advisory Group’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-983,153
| Closed | -$20.9M | – | 200 |
|
|
2021
Q1 | $20.9M | Sell |
983,153
-65,623
| -6% | -$1.39M | 1.34% | 30 |
|
|
2020
Q4 | $18.4M | Buy |
+1,048,776
| New | +$18.4M | 1.38% | 27 |
|
|
2020
Q1 | – | Sell |
-222,542
| Closed | -$3.71M | – | 166 |
|
|
2019
Q4 | $3.71M | Buy |
+222,542
| New | +$3.71M | 0.25% | 75 |
|