PWAG
Polaris Wealth Advisory Group’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-66,496
| Closed | -$1.9M | – | 176 |
|
|
2019
Q3 | $1.9M | Sell |
66,496
-62,319
| -48% | -$1.78M | 0.15% | 86 |
|
|
2019
Q2 | $3.83M | Sell |
128,815
-1,876
| -1% | -$55.8K | 0.29% | 59 |
|
|
2019
Q1 | $3.87M | Buy |
130,691
+201
| +0.2% | +$5.95K | 0.29% | 61 |
|
|
2018
Q4 | $3.45M | Sell |
130,490
-32,371
| -20% | -$856K | 0.32% | 56 |
|
|
2018
Q3 | $5.01M | Sell |
162,861
-1,709
| -1% | -$52.6K | 0.35% | 63 |
|
|
2018
Q2 | $5.17M | Sell |
164,570
-244
| -0.1% | -$7.67K | 0.44% | 52 |
|
|
2018
Q1 | $5.18M | Buy |
+164,814
| New | +$5.18M | 0.42% | 53 |
|