PWAG
TSS
Polaris Wealth Advisory Group’s Total System Services, Inc. TSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-156,391
| Closed | -$15M | – | 183 |
|
|
2019
Q1 | $15M | Sell |
156,391
-1,091
| -0.7% | -$105K | 1.13% | 42 |
|
|
2018
Q4 | $12.8M | Buy |
157,482
+2,901
| +2% | +$236K | 1.2% | 36 |
|
|
2018
Q3 | $15.3M | Sell |
154,581
-30,020
| -16% | -$2.96M | 1.05% | 40 |
|
|
2018
Q2 | $15.9M | Sell |
184,601
-157
| -0.1% | -$13.5K | 1.34% | 34 |
|
|
2018
Q1 | $15.9M | Buy |
184,758
+1,276
| +0.7% | +$110K | 1.3% | 34 |
|
|
2017
Q4 | $14.5M | Buy |
183,482
+5,855
| +3% | +$463K | 1.19% | 39 |
|
|
2017
Q3 | $11.6M | Buy |
+177,627
| New | +$11.6M | 1.02% | 49 |
|
|
2016
Q3 | – | Sell |
-333,497
| Closed | -$17.7M | – | 124 |
|
|
2016
Q2 | $17.7M | Buy |
333,497
+44,815
| +16% | +$2.38M | 2.75% | 10 |
|
|
2016
Q1 | $13.7M | Buy |
288,682
+74,954
| +35% | +$3.57M | 2.15% | 17 |
|
|
2015
Q4 | $10.6M | Buy |
213,728
+39,351
| +23% | +$1.96M | 1.72% | 15 |
|
|
2015
Q3 | $7.92M | Buy |
174,377
+26,161
| +18% | +$1.19M | 1.62% | 21 |
|
|
2015
Q2 | $6.19M | Buy |
148,216
+20,511
| +16% | +$857K | 1.23% | 26 |
|
|
2015
Q1 | $4.87M | Buy |
+127,705
| New | +$4.87M | 0.89% | 46 |
|