PWAG
Polaris Wealth Advisory Group’s Teradyne TER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,944
| Closed | -$521K | – | 202 |
|
|
2020
Q4 | $521K | Buy |
+3,944
| New | +$521K | 0.04% | 115 |
|
|
2020
Q3 | – | Sell |
-87,547
| Closed | -$7.26M | – | 181 |
|
|
2020
Q2 | $7.26M | Buy |
+87,547
| New | +$7.26M | 0.57% | 49 |
|
|
2018
Q3 | – | Sell |
-550
| Closed | -$25K | – | 541 |
|
|
2018
Q2 | $25K | Hold |
550
| – | – | ﹤0.01% | 163 |
|
|
2018
Q1 | $25K | Buy |
+550
| New | +$25K | ﹤0.01% | 278 |
|