PWAG
Polaris Wealth Advisory Group’s TJX Companies TJX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.5M | Sell |
106,910
-6,391
| -6% | -$568K | 0.72% | 50 |
|
|
2023
Q2 | $9.61M | Buy |
+113,301
| New | +$9.61M | 0.73% | 50 |
|
|
2019
Q2 | – | Sell |
-404,314
| Closed | -$21.5M | – | 174 |
|
|
2019
Q1 | $21.5M | Buy |
404,314
+12,598
| +3% | +$670K | 1.62% | 31 |
|
|
2018
Q4 | $17.5M | Buy |
391,716
+390,841
| +44,668% | +$17.5M | 1.65% | 30 |
|
|
2018
Q3 | $98K | Buy |
875
+795
| +994% | +$89K | 0.01% | 195 |
|
|
2018
Q2 | $7K | Sell |
80
-140
| -64% | -$12.3K | ﹤0.01% | 215 |
|
|
2018
Q1 | $18K | Buy |
+220
| New | +$18K | ﹤0.01% | 305 |
|
|
2015
Q1 | – | Sell |
-7,590
| Closed | -$521K | – | 91 |
|
|
2014
Q4 | $521K | Buy |
+7,590
| New | +$521K | 0.11% | 62 |
|