PWAG
XL
Polaris Wealth Advisory Group’s XL Group Ltd. XL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-24,765
| Closed | -$911K | – | 133 |
|
|
2016
Q1 | $911K | Buy |
24,765
+4,715
| +24% | +$173K | 0.14% | 52 |
|
|
2015
Q4 | $786K | Buy |
20,050
+6,075
| +43% | +$238K | 0.13% | 64 |
|
|
2015
Q3 | $508K | Buy |
13,975
+605
| +5% | +$22K | 0.1% | 54 |
|
|
2015
Q2 | $497K | Buy |
+13,370
| New | +$497K | 0.1% | 59 |
|