WFG Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $54K | Sell |
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|
2016
Q4 | $95K | Buy |
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|
2016
Q3 | $83K | Sell |
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|
2016
Q2 | $104K | Buy |
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|
2016
Q1 | $117K | Sell |
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|
2015
Q4 | $130K | Buy |
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|
2015
Q3 | $150K | Sell |
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|
2015
Q2 | $251K | Buy |
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|
2015
Q1 | $238K | Buy |
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|
2014
Q4 | $214K | Sell |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q2 | $159K | Buy |
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|
2014
Q1 | $170K | Sell |
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|
2013
Q4 | $191K | Buy |
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|
2013
Q3 | $119K | Buy |
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|
2013
Q2 | $58K | Buy |
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