PWAG
Polaris Wealth Advisory Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-87,961
| Closed | -$2.72M | – | 181 |
|
|
2019
Q3 | $2.72M | Buy |
87,961
+716
| +0.8% | +$22.2K | 0.22% | 77 |
|
|
2019
Q2 | $2.75M | Buy |
87,245
+1,340
| +2% | +$42.2K | 0.21% | 71 |
|
|
2019
Q1 | $2.64M | Buy |
85,905
+1,211
| +1% | +$37.1K | 0.2% | 78 |
|
|
2018
Q4 | $2.3M | Sell |
84,694
-25
| -0% | -$679 | 0.22% | 68 |
|
|
2018
Q3 | $2.64M | Buy |
84,719
+1,418
| +2% | +$44.1K | 0.18% | 81 |
|
|
2018
Q2 | $2.45M | Hold |
83,301
| – | – | 0.21% | 72 |
|
|
2018
Q1 | $2.45M | Buy |
+83,301
| New | +$2.45M | 0.2% | 74 |
|