Polaris Wealth Advisory Group’s Staples Inc SPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,492
| Closed | -$109K | – | 162 |
|
|
2015
Q4 | $109K | Buy |
+11,492
| New | +$109K | 0.02% | 138 |
|
|
2014
Q1 | – | Sell |
-117,514
| Closed | -$1.87M | – | 221 |
|
|
2013
Q4 | $1.87M | Buy |
117,514
+108,584
| +1,216% | +$1.73M | 0.46% | 31 |
|
|
2013
Q3 | $131K | Buy |
8,930
+6,950
| +351% | +$102K | 0.04% | 65 |
|
|
2013
Q2 | $31.4K | Buy |
+1,980
| New | +$31.4K | 0.01% | 92 |
|