PWAG
Polaris Wealth Advisory Group’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,435
| Closed | -$3M | – | 160 |
|
|
2020
Q1 | $3M | Sell |
21,435
-1,296
| -6% | -$181K | 0.33% | 56 |
|
|
2019
Q4 | $3.5M | Sell |
22,731
-705
| -3% | -$109K | 0.23% | 79 |
|
|
2019
Q3 | $3.26M | Buy |
+23,436
| New | +$3.26M | 0.27% | 61 |
|
|
2016
Q1 | – | Sell |
-6,747
| Closed | -$508K | – | 139 |
|
|
2015
Q4 | $508K | Buy |
+6,747
| New | +$508K | 0.08% | 78 |
|