PWAG
Polaris Wealth Advisory Group’s Riverview Bancorp RVSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-231
| Closed | -$2K | – | 385 |
|
|
2018
Q3 | $2K | Sell |
231
-3,491
| -94% | -$30.2K | ﹤0.01% | 487 |
|
|
2018
Q2 | $35K | Hold |
3,722
| – | – | ﹤0.01% | 148 |
|
|
2018
Q1 | $35K | Buy |
+3,722
| New | +$35K | ﹤0.01% | 252 |
|
|
2017
Q4 | – | Sell |
-13,002
| Closed | -$109K | – | 160 |
|
|
2017
Q3 | $109K | Sell |
13,002
-15,000
| -54% | -$126K | 0.01% | 145 |
|
|
2017
Q2 | $186K | Sell |
28,002
-12,040
| -30% | -$80K | 0.02% | 120 |
|
|
2017
Q1 | $286K | Buy |
+40,042
| New | +$286K | 0.03% | 93 |
|