Polaris Wealth Advisory Group, LLC First Trust Us Equity Opportun Transaction History

Polaris Wealth Advisory Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 17, 2019	SELL	$57.83 - $74.02 $50,832 - $65,063	-879 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$70.34 - $75.93 $15,123 - $16,324	215 Added 32.38%	879 $65,000
Q2 2018 Jul 09, 2018	SELL	$66.81 - $74.52 $54,784 - $61,106	-820 Reduced 55.26%	664 $46,000
Q1 2018 Apr 09, 2018	SELL	$67.44 - $74.54 $280,280 - $309,788	-4,156 Reduced 73.69%	1,484 $102,000
Q4 2017 Feb 13, 2018	SELL	$64.26 - $68.69 $718,491 - $768,022	-11,181 Reduced 66.47%	5,640 $385,000
Q3 2017 Nov 01, 2017	SELL	$62.79 - $63.85 $157,288 - $159,944	-2,505 Reduced 12.96%	16,821 $1.07 Million
Q2 2017 Aug 09, 2017	BUY	N/A	19,326	19,326 $1.15 Million

175

3.13M

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