PWAG
Polaris Wealth Advisory Group’s Stryker SYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,085
| Closed | -$508K | – | 201 |
|
|
2020
Q4 | $508K | Buy |
+2,085
| New | +$508K | 0.04% | 119 |
|
|
2020
Q1 | – | Sell |
-123,112
| Closed | -$25.8M | – | 175 |
|
|
2019
Q4 | $25.8M | Buy |
123,112
+10,241
| +9% | +$2.15M | 1.72% | 25 |
|
|
2019
Q3 | $23.6M | Buy |
112,871
+347
| +0.3% | +$72.6K | 1.93% | 23 |
|
|
2019
Q2 | $23.2M | Sell |
112,524
-2,946
| -3% | -$608K | 1.76% | 28 |
|
|
2019
Q1 | $22.6M | Buy |
115,470
+33,449
| +41% | +$6.56M | 1.7% | 27 |
|
|
2018
Q4 | $12.9M | Sell |
82,021
-2,640
| -3% | -$414K | 1.21% | 35 |
|
|
2018
Q3 | $15M | Buy |
84,661
+81,718
| +2,777% | +$14.5M | 1.04% | 41 |
|
|
2018
Q2 | $474K | Hold |
2,943
| – | – | 0.04% | 86 |
|
|
2018
Q1 | $474K | Buy |
+2,943
| New | +$474K | 0.04% | 105 |
|
|
2016
Q4 | – | Sell |
-134,798
| Closed | -$15.7M | – | 127 |
|
|
2016
Q3 | $15.7M | Buy |
134,798
+3,819
| +3% | +$445K | 1.87% | 24 |
|
|
2016
Q2 | $15.7M | Buy |
130,979
+13,813
| +12% | +$1.66M | 2.44% | 15 |
|
|
2016
Q1 | $12.6M | Buy |
117,166
+26,636
| +29% | +$2.86M | 1.97% | 26 |
|
|
2015
Q4 | $8.41M | Buy |
90,530
+18,970
| +27% | +$1.76M | 1.36% | 41 |
|
|
2015
Q3 | $6.73M | Buy |
+71,560
| New | +$6.73M | 1.38% | 37 |
|
|
2013
Q3 | – | Sell |
-11,849
| Closed | -$766K | – | 163 |
|
|
2013
Q2 | $766K | Buy |
+11,849
| New | +$766K | 0.31% | 37 |
|