PWAG
Polaris Wealth Advisory Group’s Liberty All-Star Equity Fund USA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-29,376
| Closed | -$246K | – | 201 |
|
|
2021
Q4 | $246K | Hold |
29,376
| – | – | 0.01% | 159 |
|
|
2021
Q3 | $261K | Hold |
29,376
| – | – | 0.02% | 144 |
|
|
2021
Q2 | $262K | Buy |
+29,376
| New | +$262K | 0.02% | 148 |
|
|
2018
Q1 | – | Sell |
-11,502
| Closed | -$72K | – | 468 |
|
|
2017
Q4 | $72K | Buy |
+11,502
| New | +$72K | 0.01% | 143 |
|