PWAG
Polaris Wealth Advisory Group’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-68,451
| Closed | -$2.59M | – | 180 |
|
|
2019
Q3 | $2.59M | Buy |
68,451
+945
| +1% | +$35.7K | 0.21% | 80 |
|
|
2019
Q2 | $2.64M | Buy |
67,506
+1,932
| +3% | +$75.5K | 0.2% | 73 |
|
|
2019
Q1 | $2.46M | Buy |
65,574
+282
| +0.4% | +$10.6K | 0.19% | 80 |
|
|
2018
Q4 | $2.12M | Sell |
65,292
-1,205
| -2% | -$39.2K | 0.2% | 71 |
|
|
2018
Q3 | $2.54M | Buy |
66,497
+53
| +0.1% | +$2.03K | 0.18% | 82 |
|
|
2018
Q2 | $2.23M | Hold |
66,444
| – | – | 0.19% | 73 |
|
|
2018
Q1 | $2.23M | Buy |
+66,444
| New | +$2.23M | 0.18% | 75 |
|