Polaris Wealth Advisory Group, LLC Closed Holding Positions

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
HEI
Heico Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
125
$71.65 - $92.35 $8.96K - $11.5K
ITA
Ishares Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
100
$81.01 - $108.82 $8.1K - $10.9K
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
300
$193.72 - $391.52 $58.1K - $117K
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
110
$65.83 - $77.92 $7.24K - $8.57K
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
68
$93.16 - $114.2 $6.33K - $7.77K
STM
St Microelectronics N.V.

Technology
Q4 2018 Filed on Jan 17, 2019
2,124
$13.13 - $19.02 $27.9K - $40.4K
LNT
Alliant Energy Corp

Utilities
Q4 2018 Filed on Jan 17, 2019
820
$41.21 - $46.28 $33.8K - $37.9K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Jan 17, 2019
2,494
$57.11 - $83.13 $142K - $207K
RH
Rh

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
700
$104.17 - $142.39 $72.9K - $99.7K
ARLP
Alliance Resource Partners LP

Energy
Q4 2018 Filed on Jan 17, 2019
1,000
$17.28 - $20.86 $17.3K - $20.9K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Jan 17, 2019
757
$29.22 - $33.9 $22.1K - $25.7K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
500
$19.85 - $24.36 $9.93K - $12.2K
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Jan 17, 2019
246
$31.49 - $48.83 $7.75K - $12K
WDC
Western Digital Corp

Technology
Q4 2018 Filed on Jan 17, 2019
7,114
$35.06 - $58.36 $249K - $415K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
843
N/A
ES
Eversource Energy

Utilities
Q4 2018 Filed on Jan 17, 2019
520
$61.09 - $70.23 $31.8K - $36.5K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
2,552
$4.06 - $6.0 $10.4K - $15.3K
WU
Western Union CO

Financial Services
Q4 2018 Filed on Jan 17, 2019
729
$16.55 - $19.08 $12.1K - $13.9K
ZTR
Virtus Total Return Fund Inc.

Financial
Q4 2018 Filed on Jan 17, 2019
551
$8.4 - $11.29 $4.63K - $6.22K
PAC
Pacific Airport Group

Industrials
Q4 2018 Filed on Jan 17, 2019
100
$65.87 - $110.6 $6.59K - $11.1K
FE
Firstenergy Corp

Utilities
Q4 2018 Filed on Jan 17, 2019
290
$35.84 - $39.61 $10.4K - $11.5K
ITW
Illinois Tool Works Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
106
$118.95 - $144.71 $12.6K - $15.3K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
5,299
N/A
UNIT
Uniti Group Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
174
$14.89 - $20.41 $2.59K - $3.55K
EQNR
Equinor Asa

Energy
Q4 2018 Filed on Jan 17, 2019
144,621
$20.15 - $28.41 $2.91M - $4.11M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q4 2018 Filed on Jan 17, 2019
207
N/A
Symantec Corp
Q4 2018 Filed on Jan 17, 2019
213
N/A
FLS
Flowserve Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
624
$35.89 - $54.88 $22.4K - $34.2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q4 2018 Filed on Jan 17, 2019
461
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Jan 17, 2019
22,838
$120.82 - $174.09 $2.76M - $3.98M
SNY
Sanofi

Healthcare
Q4 2018 Filed on Jan 17, 2019
256
$41.48 - $45.59 $10.6K - $11.7K
IRM
Iron Mountain Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
200
$30.48 - $35.02 $6.1K - $7K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q4 2018 Filed on Jan 17, 2019
493
$12.77 - $14.49 $6.3K - $7.14K
ABB
Abb LTD

Industrials
Q4 2018 Filed on Jan 17, 2019
507
$18.19 - $23.42 $9.22K - $11.9K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q4 2018 Filed on Jan 17, 2019
303
$86.19 - $106.81 $26.1K - $32.4K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
165
$102.41 - $116.9 $16.9K - $19.3K
BOTZ
Global X Fds

ETFs
Q4 2018 Filed on Jan 17, 2019
465
$16.06 - $23.1 $7.47K - $10.7K
PK
Park Hotels & Resorts Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
27
$25.61 - $32.64 $691 - $881
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
464
$15.14 - $18.13 $7.02K - $8.41K
ANET
Arista Networks, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
48
$47.22 - $65.36 $2.27K - $3.14K
Global X Fds
Q4 2018 Filed on Jan 17, 2019
64
N/A
Oclaro Inc
Q4 2018 Filed on Jan 17, 2019
500
N/A
GAB
Gabelli Equity Trust Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
3,986
$4.81 - $6.51 $19.2K - $25.9K
NI
Nisource Inc.

Utilities
Q4 2018 Filed on Jan 17, 2019
174
$24.31 - $27.62 $4.23K - $4.81K
Arconic Inc
Q4 2018 Filed on Jan 17, 2019
34
N/A
CACI
Caci International Inc

Technology
Q4 2018 Filed on Jan 17, 2019
50
$139.42 - $185.02 $6.97K - $9.25K
GEO
Geo Group Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
2,592
$18.94 - $24.74 $49.1K - $64.1K
HA
Hawaiian Holdings Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
800
$25.04 - $40.14 $20K - $32.1K
LNG
Cheniere Energy, Inc.

Energy
Q4 2018 Filed on Jan 17, 2019
149
$55.3 - $70.22 $8.24K - $10.5K
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