Polaris Wealth Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Polaris Wealth Advisory Group, LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 18, 2021	SELL	$114.77 - $116.58 $304,370 - $309,170	-2,652 Closed	0 $0
Q2 2021 Jul 23, 2021	SELL	$113.78 - $115.33 $79,987 - $81,076	-703 Reduced 20.95%	2,652 $305,000
Q1 2021 Apr 19, 2021	BUY	$113.42 - $118.04 $9,527 - $9,915	84 Added 2.57%	3,355 $383,000
Q4 2020 Jan 25, 2021	SELL	$117.06 - $118.42 $9.8 Million - $9.91 Million	-83,713 Reduced 96.24%	3,271 $383,000
Q3 2020 Oct 15, 2020	SELL	$117.95 - $119.63 $3.45 Million - $3.5 Million	-29,275 Reduced 25.18%	86,984 $10.2 Million
Q2 2020 Jul 13, 2020	SELL	$114.73 - $118.21 $27.5 Million - $28.4 Million	-240,122 Reduced 67.38%	116,259 $13.7 Million
Q1 2020 Apr 09, 2020	BUY	$106.57 - $117.86 $37.8 Million - $41.8 Million	354,511 Added 18957.81%	356,381 $41.1 Million
Q4 2019 Jan 29, 2020	SELL	$111.81 - $113.82 $7,491 - $7,625	-67 Reduced 3.46%	1,870 $212,000
Q3 2019 Oct 09, 2019	BUY	$111.75 - $113.28 $7,487 - $7,589	67 Added 3.58%	1,937 $219,000
Q1 2019 Apr 09, 2019	BUY	N/A	1,870 New	1,870 $203,000
Q4 2018 Jan 17, 2019	SELL	N/A	-1,975 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	1,894 Added 2338.27%	1,975 $208,000
Q2 2018 Jul 09, 2018	SELL	N/A	-1,870 Reduced 95.85%	81 $9,000
Q1 2018 Apr 09, 2018	SELL	N/A	-540 Reduced 21.68%	1,951 $209,000
Q4 2017 Feb 13, 2018	SELL	N/A	-107,259 Reduced 97.73%	2,491 $272,000
Q3 2017 Nov 01, 2017	BUY	N/A	55,564 Added 102.54%	109,750 $12 Million
Q2 2017 Aug 09, 2017	BUY	N/A	54,186	54,186 $5.93 Million

1,968

1.07B

115K

548K

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.