PWAG
Polaris Wealth Advisory Group’s Cambria Trinity ETF TRTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $374K | Buy |
+15,277
| New | +$374K | 0.03% | 139 |
|
|
2023
Q2 | – | Sell |
-15,277
| Closed | -$376K | – | 192 |
|
|
2023
Q1 | $376K | Hold |
15,277
| – | – | 0.03% | 142 |
|
|
2022
Q4 | $385K | Hold |
15,277
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $383K | Hold |
15,277
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $390K | Hold |
15,277
| – | – | 0.03% | 109 |
|
|
2022
Q1 | $419K | Hold |
15,277
| – | – | 0.03% | 124 |
|
|
2021
Q4 | $415K | Hold |
15,277
| – | – | 0.02% | 134 |
|
|
2021
Q3 | $422K | Hold |
15,277
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $425K | Hold |
15,277
| – | – | 0.03% | 127 |
|
|
2021
Q1 | $414K | Hold |
15,277
| – | – | 0.03% | 133 |
|
|
2020
Q4 | $384K | Hold |
15,277
| – | – | 0.03% | 140 |
|
|
2020
Q3 | $345K | Buy |
+15,277
| New | +$345K | 0.03% | 125 |
|