PWAG
Polaris Wealth Advisory Group’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-117,081
| Closed | -$9.64M | – | 154 |
|
|
2015
Q4 | $9.64M | Buy |
117,081
+19,709
| +20% | +$1.62M | 1.56% | 30 |
|
|
2015
Q3 | $6.9M | Buy |
97,372
+15,400
| +19% | +$1.09M | 1.41% | 34 |
|
|
2015
Q2 | $5.57M | Buy |
81,972
+11,521
| +16% | +$783K | 1.11% | 39 |
|
|
2015
Q1 | $4.63M | Buy |
+70,451
| New | +$4.63M | 0.84% | 52 |
|
|
2013
Q3 | – | Sell |
-10,730
| Closed | -$456K | – | 168 |
|
|
2013
Q2 | $456K | Buy |
+10,730
| New | +$456K | 0.18% | 52 |
|