Polaris Wealth Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Polaris Wealth Advisory Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 29, 2020	SELL	$30.96 - $35.07 $2.72 Million - $3.08 Million	-87,961 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$31.79 - $32.44 $22,761 - $23,227	716 Added 0.82%	87,961 $2.72 Million
Q2 2019 Jul 25, 2019	BUY	N/A	1,340 Added 1.56%	87,245 $2.75 Million
Q1 2019 Apr 09, 2019	BUY	N/A	1,211 Added 1.43%	85,905 $2.64 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-25 Reduced 0.03%	84,694 $2.3 Million
Q3 2018 Oct 19, 2018	BUY	N/A	1,418 Added 1.7%	84,719 $2.64 Million
Q1 2018 Apr 09, 2018	BUY	N/A	83,301 New	83,301 $2.45 Million

1,011

407M

356K

41.6K

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