SPWG
Sage Private Wealth Group’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-134
| Closed | -$13K | – | 142 |
|
|
2022
Q3 | $13K | Hold |
134
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $13K | Hold |
134
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $14K | Hold |
134
| – | – | 0.01% | 134 |
|
|
2021
Q4 | $14K | Hold |
134
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $16K | Hold |
134
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $18K | Hold |
134
| – | – | 0.02% | 115 |
|
|
2021
Q1 | $18K | Hold |
134
| – | – | 0.03% | 121 |
|
|
2020
Q4 | $13K | Buy |
+134
| New | +$13K | 0.04% | 123 |
|