PWAG
XYZ

Polaris Wealth Advisory Group’s Block, Inc. XYZ Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,035
Closed -$734K – 207
2021
Q2 		$734K Buy
+3,035
New +$734K 0.04% 105