PWAG
Polaris Wealth Advisory Group’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-729
| Closed | -$14K | – | 472 |
|
|
2018
Q3 | $14K | Buy |
+729
| New | +$14K | ﹤0.01% | 370 |
|
|
2014
Q1 | – | Sell |
-77,678
| Closed | -$1.34M | – | 204 |
|
|
2013
Q4 | $1.34M | Buy |
77,678
+16,888
| +28% | +$291K | 0.33% | 52 |
|
|
2013
Q3 | $1.13M | Buy |
60,790
+20,310
| +50% | +$379K | 0.35% | 41 |
|
|
2013
Q2 | $693K | Buy |
+40,480
| New | +$693K | 0.28% | 42 |
|