PWAG
Polaris Wealth Advisory Group’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,935
| Closed | -$349K | – | 479 |
|
|
2018
Q3 | $349K | Buy |
+12,935
| New | +$349K | 0.02% | 123 |
|
|
2015
Q1 | – | Sell |
-268,582
| Closed | -$3.72M | – | 97 |
|
|
2014
Q4 | $3.72M | Buy |
268,582
+231,667
| +628% | +$3.21M | 0.77% | 29 |
|
|
2014
Q3 | $488K | Buy |
36,915
+2,710
| +8% | +$35.8K | 0.11% | 58 |
|
|
2014
Q2 | $426K | Buy |
34,205
+2,070
| +6% | +$25.8K | 0.09% | 64 |
|
|
2014
Q1 | $363K | Buy |
32,135
+3,745
| +13% | +$42.3K | 0.09% | 68 |
|
|
2013
Q4 | $346K | Buy |
+28,390
| New | +$346K | 0.09% | 64 |
|