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
Spdr Series Trust
Q4 2018 Filed on Jan 17, 2019
2,881
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2018 Filed on Jan 17, 2019
393
N/A
EWC
Ishares Msci Canada ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
0
N/A
Celgene Corp
Q4 2018 Filed on Jan 17, 2019
24
N/A
Scana Corp New
Q4 2018 Filed on Jan 17, 2019
2,794
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2018 Filed on Jan 17, 2019
146,289
N/A
FEX
First Tr Large Cap Core Alphde

ETFs
Q4 2018 Filed on Jan 17, 2019
1,192
$48.95 - $62.51 $58.3K - $74.5K
FPX
First Trust Us Equity Opportun

ETFs
Q4 2018 Filed on Jan 17, 2019
879
$57.83 - $74.02 $50.8K - $65.1K
RVSB
Riverview Bancorp Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
231
$7.03 - $8.75 $1.62K - $2.02K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2018 Filed on Jan 17, 2019
600
N/A
INDA
Ishares Msci India Index Fund

ETFs
Q4 2018 Filed on Jan 17, 2019
396,819
$29.3 - $33.56 $11.6M - $13.3M
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2018 Filed on Jan 17, 2019
167
N/A
WPC
W. P. Carey Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
234
$62.88 - $70.58 $14.7K - $16.5K
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2018 Filed on Jan 17, 2019
151
$61.12 - $70.46 $9.23K - $10.6K
MCHP
Microchip Technology Inc

Technology
Q4 2018 Filed on Jan 17, 2019
245,739
$30.65 - $38.88 $7.53M - $9.55M
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2018 Filed on Jan 17, 2019
1,384
N/A
HES
Hess Corp

Energy
Q4 2018 Filed on Jan 17, 2019
100
$36.43 - $74.59 $3.64K - $7.46K
MGA
Magna International Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
300
$44.01 - $54.15 $13.2K - $16.2K
SLF
Sun Life Financial Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
748
$31.92 - $39.99 $23.9K - $29.9K
General Mtrs CO
Q4 2018 Filed on Jan 17, 2019
95
N/A
O
Realty Income Corp

Real Estate
Q4 2018 Filed on Jan 17, 2019
510
$54.12 - $64.28 $27.6K - $32.8K
EQT
Eqt Corp

Energy
Q4 2018 Filed on Jan 17, 2019
71
$16.63 - $25.89 $1.18K - $1.84K
OGS
One Gas, Inc.

Utilities
Q4 2018 Filed on Jan 17, 2019
25
$77.41 - $87.03 $1.94K - $2.18K
Engility Hldgs Inc New
Q4 2018 Filed on Jan 17, 2019
20
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Jan 17, 2019
756
$23.51 - $29.33 $17.8K - $22.2K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
651
$65.97 - $90.63 $42.9K - $59K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q4 2018 Filed on Jan 17, 2019
541
N/A
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
500
$31.98 - $38.21 $16K - $19.1K
EPHE
Ishares Msci Philippines ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
200
$28.2 - $32.3 $5.64K - $6.46K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2018 Filed on Jan 17, 2019
419
N/A
Chemical Finl Corp
Q4 2018 Filed on Jan 17, 2019
3,634
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
250
$19.3 - $23.78 $4.83K - $5.95K
MAT
Mattel Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
100
$9.26 - $15.94 $926 - $1.59K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
3,000
$21.84 - $28.17 $65.5K - $84.5K
DVY
Ishares Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
1,050
N/A
CMA
Comerica Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
1,014
$64.45 - $92.72 $65.4K - $94K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
866
$156.95 - $228.67 $136K - $198K
CGNX
Cognex Corp

Technology
Q4 2018 Filed on Jan 17, 2019
700
$34.94 - $56.84 $24.5K - $39.8K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2018 Filed on Jan 17, 2019
96
N/A
SCCO
Southern Copper Corp

Basic Materials
Q4 2018 Filed on Jan 17, 2019
233
$29.78 - $43.75 $6.94K - $10.2K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
240
$54.87 - $69.18 $13.2K - $16.6K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2018 Filed on Jan 17, 2019
2,406
$9.52 - $12.88 $22.9K - $31K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
95
$112.63 - $131.66 $10.7K - $12.5K
PRU
Prudential Financial Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
158
$76.83 - $105.99 $12.1K - $16.7K
MNKD
Mannkind Corp

Healthcare
Q4 2018 Filed on Jan 17, 2019
66
$1.02 - $2.05 $67.3 - $135
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2018 Filed on Jan 17, 2019
2,900
$9.5 - $10.31 $27.6K - $29.9K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
124
$16.72 - $44.63 $2.07K - $5.53K
PCG
Pg&E Corp

Utilities
Q4 2018 Filed on Jan 17, 2019
942
$17.74 - $48.96 $16.7K - $46.1K
CNX
Cnx Resources Corp

Energy
Q4 2018 Filed on Jan 17, 2019
51
$10.92 - $15.85 $557 - $808
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