PWAG
Polaris Wealth Advisory Group’s Under Armour UAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-305,037
| Closed | -$7.02M | – | 208 |
|
|
2021
Q1 | $7.02M | Buy |
305,037
+37,041
| +14% | +$852K | 0.45% | 73 |
|
|
2020
Q4 | $4.74M | Buy |
+267,996
| New | +$4.74M | 0.35% | 83 |
|
|
2020
Q1 | – | Sell |
-164,894
| Closed | -$3.49M | – | 176 |
|
|
2019
Q4 | $3.49M | Buy |
+164,894
| New | +$3.49M | 0.23% | 80 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$25K | – | 433 |
|
|
2018
Q3 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 305 |
|
|
2018
Q2 | $20K | Hold |
1,200
| – | – | ﹤0.01% | 175 |
|
|
2018
Q1 | $20K | Buy |
+1,200
| New | +$20K | ﹤0.01% | 299 |
|