Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Jan 17, 2019

SELL
N/A
-2,881 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
N/A
1,810 Added 169.0%
2,881 $104,000
Q2 2018

Jul 09, 2018

SELL
N/A
-2,880 Reduced 72.89%
1,071 $38,000
Q1 2018

Apr 09, 2018

BUY
N/A
3,951 New
3,951 $142,000
Q4 2017

Feb 13, 2018

SELL
N/A
-9,270 Closed
0 $0
Q3 2017

Nov 01, 2017

BUY
N/A
9,270
9,270 $346,000
Track This Portfolio

Track Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.