PWAG
Polaris Wealth Advisory Group’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-36,864
| Closed | -$4.21M | – | 478 |
|
|
2018
Q3 | $4.21M | Sell |
36,864
-921
| -2% | -$105K | 0.29% | 67 |
|
|
2018
Q2 | $3.85M | Hold |
37,785
| – | – | 0.32% | 54 |
|
|
2018
Q1 | $3.85M | Buy |
37,785
+6,963
| +23% | +$709K | 0.31% | 55 |
|
|
2017
Q4 | $2.82M | Buy |
30,822
+5,327
| +21% | +$488K | 0.23% | 62 |
|
|
2017
Q3 | $1.73M | Buy |
+25,495
| New | +$1.73M | 0.15% | 74 |
|