Polaris Wealth Advisory Group, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Polaris Wealth Advisory Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 29, 2020	SELL	$123.01 - $137.55 $3.11 Million - $3.48 Million	-25,283 Closed	0 $0
Q3 2019 Oct 09, 2019	SELL	$119.31 - $131.19 $207,360 - $228,008	-1,738 Reduced 6.43%	25,283 $3.12 Million
Q2 2019 Jul 25, 2019	SELL	$119.99 - $133.64 $31,077 - $34,612	-259 Reduced 0.95%	27,021 $3.46 Million
Q1 2019 Apr 09, 2019	BUY	$112.86 - $133.3 $14,558 - $17,195	129 Added 0.48%	27,280 $3.53 Million
Q4 2018 Jan 17, 2019	SELL	$107.24 - $140.77 $53,834 - $70,666	-502 Reduced 1.82%	27,151 $3.09 Million

Q3 2018 Oct 19, 2018	BUY	$139.56 - $146.04 $3.86 Million - $4.04 Million	27,653 New	27,653 $3.93 Million

273

40.9M

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