Polaris Wealth Advisory Group, LLC Financial Sector Spdr Transaction History

Polaris Wealth Advisory Group, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 19, 2022	SELL	$35.66 - $41.42 $8 Million - $9.29 Million	-224,350 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$37.54 - $40.62 $41,106 - $44,478	1,095 Added 0.49%	224,350 $8.76 Million
Q3 2021 Oct 18, 2021	BUY	$35.11 - $39.0 $7.84 Million - $8.71 Million	223,255 New	223,255 $8.67 Million
Q2 2021 Jul 23, 2021	SELL	$34.47 - $38.47 $9.4 Million - $10.5 Million	-272,673 Closed	0 $0
Q1 2021 Apr 19, 2021	SELL	$28.95 - $34.77 $729,713 - $876,412	-25,206 Reduced 8.46%	272,673 $9.58 Million
Q4 2020 Jan 25, 2021	BUY	$23.61 - $29.48 $7.03 Million - $8.78 Million	297,879 New	297,879 $9.21 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-503,272 Closed	0 $0
Q3 2018 Oct 19, 2018	SELL	N/A	-16,593 Reduced 3.19%	503,272 $13.9 Million
Q2 2018 Jul 09, 2018	SELL	N/A	-221 Reduced 0.04%	519,865 $14.3 Million
Q1 2018 Apr 09, 2018	BUY	N/A	2,030 Added 0.39%	520,086 $14.3 Million
Q4 2017 Feb 13, 2018	BUY	N/A	48,505 Added 10.33%	518,056 $14.5 Million
Q3 2017 Nov 01, 2017	BUY	N/A	97,885 Added 26.34%	469,551 $12.1 Million
Q2 2017 Aug 09, 2017	BUY	N/A	371,666	371,666 $9.17 Million

1,838

696M

161M

320M

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