PWAG
Polaris Wealth Advisory Group’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-293,357
| Closed | -$23.8M | – | 174 |
|
|
2019
Q4 | $23.8M | Buy |
+293,357
| New | +$23.8M | 1.59% | 30 |
|
|
2018
Q3 | – | Sell |
-4,978
| Closed | -$496K | – | 539 |
|
|
2018
Q2 | $496K | Hold |
4,978
| – | – | 0.04% | 85 |
|
|
2018
Q1 | $496K | Sell |
4,978
-52
| -1% | -$5.18K | 0.04% | 103 |
|
|
2017
Q4 | $491K | Buy |
5,030
+295
| +6% | +$28.8K | 0.04% | 107 |
|
|
2017
Q3 | $452K | Buy |
+4,735
| New | +$452K | 0.04% | 104 |
|