PWAG
Polaris Wealth Advisory Group’s Transocean RIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,813
| Closed | -$218K | – | 120 |
|
|
2016
Q4 | $218K | Hold |
14,813
| – | – | 0.03% | 104 |
|
|
2016
Q3 | $158K | Hold |
14,813
| – | – | 0.02% | 105 |
|
|
2016
Q2 | $176K | Buy |
+14,813
| New | +$176K | 0.03% | 95 |
|
|
2014
Q2 | – | Sell |
-17
| Closed | -$1K | – | 126 |
|
|
2014
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 154 |
|
|
2013
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 178 |
|