Polaris Wealth Advisory Group, LLC Spdr Gold Trust Transaction History

Polaris Wealth Advisory Group, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 12, 2022	SELL	$151.23 - $168.32 $64,726 - $72,040	-428 Reduced 20.0%	1,712 $266,000
Q4 2020 Jan 25, 2021	BUY	$166.67 - $183.19 $356,673 - $392,026	2,140 New	2,140 $371,000
Q3 2020 Oct 15, 2020	SELL	$166.62 - $193.89 $205,775 - $239,454	-1,235 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$149.45 - $167.37 $38,558 - $43,181	-258 Reduced 17.28%	1,235 $206,000
Q1 2020 Apr 09, 2020	BUY	$138.04 - $157.81 $206,093 - $235,610	1,493 New	1,493 $221,000
Q4 2018 Jan 17, 2019	SELL	$112.54 - $121.25 $44,678 - $48,136	-397 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$111.1 - $119.15 $43,884 - $47,064	395 Added 19750.0%	397 $45,000
Q2 2018 Jul 09, 2018	SELL	$118.22 - $128.11 $115,855 - $125,547	-980 Reduced 99.8%	2 $0
Q1 2018 Apr 09, 2018	BUY	$124.31 - $128.83 $122,072 - $126,511	982 New	982 $124,000
Q3 2017 Nov 01, 2017	SELL	$119.51 - $128.13 $8.84 Million - $9.48 Million	-73,988 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	73,988	73,988 $8.73 Million

2,456

124M

66.6M

48.6M

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.