PWAG
Polaris Wealth Advisory Group’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-355,584
| Closed | -$15.1M | – | 187 |
|
|
2022
Q4 | $15.1M | Buy |
+355,584
| New | +$15.1M | 1.12% | 31 |
|
|
2021
Q1 | – | Sell |
-727,986
| Closed | -$24.9M | – | 204 |
|
|
2020
Q4 | $24.9M | Buy |
+727,986
| New | +$24.9M | 1.86% | 13 |
|
|
2018
Q4 | – | Sell |
-232
| Closed | -$12K | – | 428 |
|
|
2018
Q3 | $12K | Buy |
+232
| New | +$12K | ﹤0.01% | 388 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$3K | – | 416 |
|
|
2018
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 427 |
|