PWAG
Polaris Wealth Advisory Group’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56,219
| Closed | -$12.4M | – | 178 |
|
|
2022
Q1 | $12.4M | Buy |
+56,219
| New | +$12.4M | 0.83% | 39 |
|
|
2019
Q4 | – | Sell |
-3,005
| Closed | -$461K | – | 185 |
|
|
2019
Q3 | $461K | Buy |
3,005
+54
| +2% | +$8.28K | 0.04% | 119 |
|
|
2019
Q2 | $436K | Buy |
2,951
+386
| +15% | +$57K | 0.03% | 112 |
|
|
2019
Q1 | $344K | Buy |
2,565
+584
| +29% | +$78.3K | 0.03% | 126 |
|
|
2018
Q4 | $216K | Sell |
1,981
-1,040
| -34% | -$113K | 0.02% | 137 |
|
|
2018
Q3 | $364K | Buy |
+3,021
| New | +$364K | 0.03% | 116 |
|