PWAG
Polaris Wealth Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-303
| Closed | -$32K | – | 383 |
|
|
2018
Q3 | $32K | Sell |
303
-235
| -44% | -$24.8K | ﹤0.01% | 286 |
|
|
2018
Q2 | $54K | Hold |
538
| – | – | ﹤0.01% | 130 |
|
|
2018
Q1 | $54K | Buy |
+538
| New | +$54K | ﹤0.01% | 213 |
|
|
2017
Q4 | – | Sell |
-14,079
| Closed | -$1.35M | – | 159 |
|
|
2017
Q3 | $1.35M | Sell |
14,079
-3,496
| -20% | -$334K | 0.12% | 83 |
|
|
2017
Q2 | $1.63M | Buy |
+17,575
| New | +$1.63M | 0.19% | 58 |
|