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
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Oct 19, 2018
29,536
$102.0 - $115.98 $3.01M - $3.43M
Powershares ETF Tr Ii
Q3 2018 Filed on Oct 19, 2018
38,091
N/A
Orbital Atk Inc
Q2 2018 Filed on Jul 09, 2018
380
N/A
Halyard Health Inc
Q2 2018 Filed on Jul 09, 2018
76
N/A
Trovagene Inc
Q2 2018 Filed on Jul 09, 2018
12,000
N/A
Vivus Inc
Q2 2018 Filed on Jul 09, 2018
4,737
N/A
Rockwell Collins Inc
Q2 2018 Filed on Jul 09, 2018
395
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 09, 2018
767
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2018 Filed on Jul 09, 2018
1,364
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 09, 2018
20
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 09, 2018
1,502
N/A
RY
Royal Bank Of Canada

Financial Services
Q2 2018 Filed on Jul 09, 2018
500
$74.06 - $79.33 $37K - $39.7K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 09, 2018
88
$81.21 - $100.52 $7.15K - $8.85K
Powershares ETF Trust
Q2 2018 Filed on Jul 09, 2018
200
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 09, 2018
2,402
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 09, 2018
5,567
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2018 Filed on Jul 09, 2018
265
$85.01 - $98.03 $22.5K - $26K
DVN
Devon Energy Corp

Energy
Q2 2018 Filed on Jul 09, 2018
838
$30.35 - $43.96 $25.4K - $36.8K
ARW
Arrow Electronics Inc

Technology
Q1 2018 Filed on Apr 09, 2018
25,070
$74.65 - $86.94 $1.87M - $2.18M
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q1 2018 Filed on Apr 09, 2018
11,355
$31.85 - $41.95 $362K - $476K
CAMP
Cal Amp Corp.

Technology
Q1 2018 Filed on Apr 09, 2018
51,622
$21.76 - $25.03 $1.12M - $1.29M
FMC
Fmc Corp

Basic Materials
Q1 2018 Filed on Apr 09, 2018
5,201
$63.41 - $85.14 $330K - $443K
CNP
Centerpoint Energy Inc

Utilities
Q1 2018 Filed on Apr 09, 2018
297,623
$25.85 - $28.46 $7.69M - $8.47M
FLR
Fluor Corp

Industrials
Q4 2017 Filed on Feb 13, 2018
5,676
$42.5 - $51.76 $241K - $294K
BG
Bungeltd

Consumer Defensive
Q4 2017 Filed on Feb 13, 2018
25,828
$65.15 - $72.49 $1.68M - $1.87M
Delphi Automotive PLC
Q4 2017 Filed on Feb 13, 2018
217,846
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2017 Filed on Nov 01, 2017
17,053
$69.7 - $76.25 $1.19M - $1.3M
VIG
Vanguard Dividend Appreciation

ETFs
Q3 2017 Filed on Nov 01, 2017
16,399
N/A
NDSN
Nordson Corp

Industrials
Q3 2017 Filed on Nov 01, 2017
3,581
$108.32 - $129.86 $388K - $465K
Summit Midstream Partners LP
Q3 2017 Filed on Nov 01, 2017
32,100
N/A
SHV
Ishares Tr

ETFs
Q3 2017 Filed on Nov 01, 2017
2,986
N/A
L
Loews Corp

Financial Services
Q3 2017 Filed on Nov 01, 2017
318,516
$45.12 - $49.19 $14.4M - $15.7M
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