PWAG
Polaris Wealth Advisory Group’s Service Corp International SCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-313,340
| Closed | -$12.6M | – | 169 |
|
|
2018
Q4 | $12.6M | Sell |
313,340
-16,328
| -5% | -$657K | 1.19% | 37 |
|
|
2018
Q3 | $14.6M | Buy |
329,668
+31,856
| +11% | +$1.41M | 1% | 43 |
|
|
2018
Q2 | $11.2M | Hold |
297,812
| – | – | 0.95% | 49 |
|
|
2018
Q1 | $11.2M | Buy |
297,812
+37,601
| +14% | +$1.42M | 0.92% | 49 |
|
|
2017
Q4 | $9.71M | Buy |
260,211
+20,800
| +9% | +$776K | 0.8% | 54 |
|
|
2017
Q3 | $8.26M | Buy |
+239,411
| New | +$8.26M | 0.73% | 56 |
|