Polaris Wealth Advisory Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Polaris Wealth Advisory Group, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$57.9 - $61.26 $3.4 Million - $3.59 Million	58,638 New	58,638 $3.46 Million
Q2 2022 Jul 12, 2022	SELL	$54.29 - $67.38 $9.27 Million - $11.5 Million	-170,733 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$61.01 - $73.65 $3.17 Million - $3.83 Million	52,028 Added 43.83%	170,733 $11.2 Million
Q4 2021 Jan 26, 2022	SELL	$70.21 - $77.4 $3.3 Million - $3.64 Million	-46,964 Reduced 28.35%	118,705 $8.68 Million
Q3 2021 Oct 18, 2021	BUY	$72.22 - $79.08 $3.34 Million - $3.66 Million	46,262 Added 38.74%	165,669 $12.2 Million

Q2 2021 Jul 23, 2021	SELL	$72.9 - $77.14 $3.72 Million - $3.94 Million	-51,082 Reduced 29.96%	119,407 $8.86 Million
Q1 2021 Apr 19, 2021	SELL	$68.09 - $73.16 $487,932 - $524,264	-7,166 Reduced 4.03%	170,489 $12.7 Million
Q4 2020 Jan 25, 2021	SELL	$56.79 - $68.74 $234,145 - $283,415	-4,123 Reduced 2.27%	177,655 $12.5 Million
Q3 2020 Oct 15, 2020	SELL	$53.91 - $60.23 $2.46 Million - $2.75 Million	-45,653 Reduced 20.07%	181,778 $11 Million
Q2 2020 Jul 13, 2020	BUY	$42.06 - $57.2 $9.57 Million - $13 Million	227,431 New	227,431 $12.3 Million
Q1 2020 Apr 09, 2020	SELL	$38.34 - $62.84 $650,361 - $1.07 Million	-16,963 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$55.92 - $62.67 $373,377 - $418,447	6,677 Added 64.91%	16,963 $1.06 Million
Q3 2019 Oct 09, 2019	BUY	$53.71 - $58.5 $552,461 - $601,731	10,286 New	10,286 $575,000

719

110M

12.6K

22.8K

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