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
RIO
Rio Tinto PLC

Basic Materials
Q4 2018 Filed on Jan 17, 2019
177
$45.31 - $52.21 $8.02K - $9.24K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
1,518
$24.44 - $29.93 $37.1K - $45.4K
CEIX
Consol Energy Inc.

Energy
Q4 2018 Filed on Jan 17, 2019
6
$29.65 - $41.32 $178 - $248
Buckeye Partners L P
Q4 2018 Filed on Jan 17, 2019
175
N/A
CODI
Compass Diversified Holdings

Industrials
Q4 2018 Filed on Jan 17, 2019
769
$11.68 - $18.0 $8.98K - $13.8K
BLDP
Ballard Power Systems Inc.

Industrials
Q4 2018 Filed on Jan 17, 2019
300
$2.26 - $4.33 $678 - $1.3K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2018 Filed on Jan 17, 2019
442
N/A
INFN
Infinera Corp

Technology
Q4 2018 Filed on Jan 17, 2019
500
$3.67 - $6.39 $1.84K - $3.2K
PGRE
Paramount Group, Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
536
$12.3 - $15.0 $6.59K - $8.04K
MPLX
Mplx LP

Energy
Q4 2018 Filed on Jan 17, 2019
38
$28.84 - $35.77 $1.1K - $1.36K
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
63
$63.92 - $81.73 $4.03K - $5.15K
Barclays Bk PLC
Q4 2018 Filed on Jan 17, 2019
800
N/A
Alliance Mma Inc
Q4 2018 Filed on Jan 17, 2019
6,000
N/A
CC
Chemours CO

Basic Materials
Q4 2018 Filed on Jan 17, 2019
24
$25.34 - $41.64 $608 - $999
VONV
Vanguard Russell 1000 Value Et

ETFs
Q4 2018 Filed on Jan 17, 2019
154
N/A
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
4,170
$17.64 - $28.32 $73.6K - $118K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2018 Filed on Jan 17, 2019
180
$34.93 - $45.79 $6.29K - $8.24K
CALX
Calix, Inc

Technology
Q4 2018 Filed on Jan 17, 2019
500
$7.05 - $10.72 $3.53K - $5.36K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
307
$53.85 - $68.97 $16.5K - $21.2K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2018 Filed on Jan 17, 2019
518
$25.56 - $27.04 $13.2K - $14K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q3 2018 Filed on Oct 19, 2018
142
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2018 Filed on Oct 19, 2018
141,235
$131.84 - $154.36 $18.6M - $21.8M
OC
Owens Corning

Industrials
Q3 2018 Filed on Oct 19, 2018
5,785
$54.27 - $66.89 $314K - $387K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2018 Filed on Oct 19, 2018
11
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q3 2018 Filed on Oct 19, 2018
112
N/A
Powershares ETF Trust
Q3 2018 Filed on Oct 19, 2018
593
N/A
Powershares ETF Trust
Q3 2018 Filed on Oct 19, 2018
28,519
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q3 2018 Filed on Oct 19, 2018
31,187
$99.34 - $120.5 $3.1M - $3.76M
Broadcom LTD
Q3 2018 Filed on Oct 19, 2018
125
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2018 Filed on Oct 19, 2018
58,334
$42.81 - $48.5 $2.5M - $2.83M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2018 Filed on Oct 19, 2018
45
$204.76 - $220.33 $9.21K - $9.91K
Rydex ETF Trust
Q3 2018 Filed on Oct 19, 2018
538
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2018 Filed on Oct 19, 2018
122
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2018 Filed on Oct 19, 2018
967
$30.25 - $32.16 $29.3K - $31.1K
CINF
Cincinnati Financial Corp

Financial Services
Q3 2018 Filed on Oct 19, 2018
227,345
$66.98 - $79.03 $15.2M - $18M
Powershares Qqq Trust
Q3 2018 Filed on Oct 19, 2018
18
N/A
FXR
First Trust Industrials/Produc

ETFs
Q3 2018 Filed on Oct 19, 2018
142
$39.1 - $43.14 $5.55K - $6.13K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q3 2018 Filed on Oct 19, 2018
1,375
$23.01 - $28.99 $31.6K - $39.9K
Powershares ETF Trust
Q3 2018 Filed on Oct 19, 2018
110
N/A
POLA
Polar Power, Inc.

Industrials
Q3 2018 Filed on Oct 19, 2018
500
$5.07 - $6.6 $2.54K - $3.3K
IVAC
Intevac Inc

Industrials
Q3 2018 Filed on Oct 19, 2018
100
$4.5 - $6.03 $450 - $603
Valeant Pharmaceuticals Intl
Q3 2018 Filed on Oct 19, 2018
2,570
N/A
Wyndham Worldwide Corp
Q3 2018 Filed on Oct 19, 2018
80
N/A
Rite Aid Corp
Q3 2018 Filed on Oct 19, 2018
200
N/A
Maxwell Technologies Inc
Q3 2018 Filed on Oct 19, 2018
4,000
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q3 2018 Filed on Oct 19, 2018
70
$132.46 - $137.1 $9.27K - $9.6K
Delphi Technologies PLC
Q3 2018 Filed on Oct 19, 2018
55
N/A
YPF
Ypf Sociedad Anonima

Energy
Q3 2018 Filed on Oct 19, 2018
128,216
$13.17 - $17.22 $1.69M - $2.21M
Powershares Db Cmdty Idx Tra
Q3 2018 Filed on Oct 19, 2018
359
N/A
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