WAOTB
Wealth Advisors of Tampa Bay’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,860
| Closed | -$427K | – | 69 |
|
|
2020
Q1 | $427K | Sell |
8,860
-465
| -5% | -$22.4K | 0.48% | 52 |
|
|
2019
Q4 | $948K | Sell |
9,325
-370
| -4% | -$37.6K | 0.87% | 40 |
|
|
2019
Q3 | $853K | Sell |
9,695
-360
| -4% | -$31.7K | 0.71% | 47 |
|
|
2019
Q2 | $917K | Sell |
10,055
-465
| -4% | -$42.4K | 0.67% | 49 |
|
|
2019
Q1 | $888K | Sell |
10,520
-60
| -0.6% | -$5.07K | 0.64% | 48 |
|
|
2018
Q4 | $812K | Sell |
10,580
-45
| -0.4% | -$3.45K | 0.66% | 45 |
|
|
2018
Q3 | $1.07M | Buy |
+10,625
| New | +$1.07M | 0.75% | 43 |
|