PWAG
Polaris Wealth Advisory Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,986
| Closed | -$220K | – | 178 |
|
|
2019
Q4 | $220K | Hold |
3,986
| – | – | 0.01% | 139 |
|
|
2019
Q3 | $211K | Sell |
3,986
-784
| -16% | -$41.5K | 0.02% | 140 |
|
|
2019
Q2 | $253K | Buy |
+4,770
| New | +$253K | 0.02% | 128 |
|
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$185K | – | 437 |
|
|
2018
Q3 | $185K | Buy |
+3,500
| New | +$185K | 0.01% | 163 |
|
|
2018
Q2 | – | Sell |
-3,500
| Closed | -$177K | – | 422 |
|
|
2018
Q1 | $177K | Buy |
+3,500
| New | +$177K | 0.01% | 145 |
|