Polaris Wealth Advisory Group, LLC Select Sector Spdr Fund Health Transaction History

Polaris Wealth Advisory Group, LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$124.15 - $135.82 $184,114 - $201,421	-1,483 Reduced 3.0%	47,940 $6.21 Million
Q4 2022 Jan 19, 2023	SELL	$121.85 - $140.1 $199,834 - $229,764	-1,640 Reduced 3.21%	49,423 $0
Q3 2022 Oct 12, 2022	SELL	$121.11 - $134.29 $85,866 - $95,211	-709 Reduced 1.37%	51,063 $6.22 Million
Q2 2022 Jul 12, 2022	BUY	$119.89 - $142.83 $6.21 Million - $7.39 Million	51,772 New	51,772 $6.64 Million
Q2 2021 Jul 23, 2021	SELL	$116.39 - $126.03 $7.94 Million - $8.6 Million	-68,261 Closed	0 $0
Q1 2021 Apr 19, 2021	SELL	$110.8 - $118.5 $673,664 - $720,480	-6,080 Reduced 8.18%	68,261 $8.05 Million
Q4 2020 Jan 25, 2021	BUY	$101.66 - $113.44 $7.56 Million - $8.43 Million	74,341 New	74,341 $8.73 Million
Q3 2020 Oct 15, 2020	SELL	$100.71 - $109.44 $12 Million - $13 Million	-119,105 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$85.21 - $103.92 $402,020 - $490,294	-4,718 Reduced 3.81%	119,105 $12 Million
Q1 2020 Apr 09, 2020	SELL	$74.62 - $104.73 $876,785 - $1.23 Million	-11,750 Reduced 8.67%	123,823 $11 Million
Q4 2019 Jan 29, 2020	BUY	$87.95 - $103.11 $11.9 Million - $14 Million	135,573 New	135,573 $14.2 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-12,651 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	N/A	32 Added 0.25%	12,651 $1.09 Million
Q3 2018 Oct 19, 2018	BUY	N/A	349 Added 2.84%	12,619 $1.2 Million
Q1 2018 Apr 09, 2018	BUY	N/A	1,712 Added 16.22%	12,270 $999,000
Q4 2017 Feb 13, 2018	BUY	N/A	268 Added 2.6%	10,558 $873,000
Q3 2017 Nov 01, 2017	BUY	N/A	10,290	10,290 $841,000

1,872

194M

8.49M

10.4M

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