Polaris Wealth Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Polaris Wealth Advisory Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 17, 2019	SELL	N/A	-600 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	244 Added 68.54%	600 $35,000
Q2 2018 Jul 09, 2018	SELL	N/A	-149 Reduced 29.5%	356 $19,000
Q1 2018 Apr 09, 2018	BUY	N/A	505 New	505 $27,000
Q4 2017 Feb 13, 2018	SELL	N/A	-4,483 Closed	0 $0
Q3 2017 Nov 01, 2017	SELL	N/A	-1,054 Reduced 19.04%	4,483 $225,000
Q2 2017 Aug 09, 2017	BUY	N/A	5,537	5,537 $267,000

950

108M

8.1K

3.6K

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