PWAG
Polaris Wealth Advisory Group’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-412,368
| Closed | -$8.45M | – | 176 |
|
|
2022
Q1 | $8.45M | Buy |
+412,368
| New | +$8.45M | 0.56% | 55 |
|
|
2018
Q4 | – | Sell |
-1,300
| Closed | -$19K | – | 441 |
|
|
2018
Q3 | $19K | Buy |
+1,300
| New | +$19K | ﹤0.01% | 335 |
|
|
2018
Q2 | – | Sell |
-1,300
| Closed | -$17K | – | 425 |
|
|
2018
Q1 | $17K | Buy |
+1,300
| New | +$17K | ﹤0.01% | 310 |
|