PWAG
Polaris Wealth Advisory Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-66,852
| Closed | -$2.38M | – | 179 |
|
|
2019
Q3 | $2.38M | Sell |
66,852
-5,342
| -7% | -$190K | 0.19% | 81 |
|
|
2019
Q2 | $2.66M | Sell |
72,194
-37,418
| -34% | -$1.38M | 0.2% | 72 |
|
|
2019
Q1 | $3.9M | Buy |
109,612
+164
| +0.1% | +$5.84K | 0.29% | 60 |
|
|
2018
Q4 | $3.38M | Buy |
109,448
+31,927
| +41% | +$987K | 0.32% | 59 |
|
|
2018
Q3 | $2.81M | Sell |
77,521
-987
| -1% | -$35.7K | 0.19% | 80 |
|
|
2018
Q2 | $2.58M | Sell |
78,508
-363
| -0.5% | -$11.9K | 0.22% | 69 |
|
|
2018
Q1 | $2.59M | Buy |
+78,871
| New | +$2.59M | 0.21% | 71 |
|