PWAG
Polaris Wealth Advisory Group’s Wabtec WAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-17,053
| Closed | -$1.56M | – | 158 |
|
|
2017
Q2 | $1.56M | Buy |
17,053
+1,712
| +11% | +$157K | 0.18% | 60 |
|
|
2017
Q1 | $1.2M | Buy |
15,341
+543
| +4% | +$42.4K | 0.13% | 71 |
|
|
2016
Q4 | $1.23M | Buy |
14,798
+290
| +2% | +$24.1K | 0.14% | 66 |
|
|
2016
Q3 | $1.19M | Buy |
14,508
+986
| +7% | +$80.5K | 0.14% | 61 |
|
|
2016
Q2 | $950K | Buy |
+13,522
| New | +$950K | 0.15% | 53 |
|