PWAG
Polaris Wealth Advisory Group’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-114,223
| Closed | -$5.4M | – | 180 |
|
|
2020
Q2 | $5.4M | Buy |
+114,223
| New | +$5.4M | 0.43% | 54 |
|
|
2018
Q4 | – | Sell |
-96
| Closed | -$5K | – | 416 |
|
|
2018
Q3 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 450 |
|
|
2014
Q2 | – | Sell |
-44,396
| Closed | -$2.49M | – | 132 |
|
|
2014
Q1 | $2.49M | Buy |
44,396
+6,965
| +19% | +$391K | 0.58% | 25 |
|
|
2013
Q4 | $2.1M | Buy |
+37,431
| New | +$2.1M | 0.52% | 23 |
|
|
2013
Q3 | – | Sell |
-311
| Closed | -$13.9K | – | 162 |
|
|
2013
Q2 | $13.9K | Buy |
+311
| New | +$13.9K | 0.01% | 120 |
|