HPWM
Highland Private Wealth Management’s Potbelly PBPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,714
| Closed | -$146K | – | 94 |
|
|
2017
Q2 | $146K | Buy |
+12,714
| New | +$146K | 0.07% | 83 |
|
|
2017
Q1 | – | Sell |
-16,314
| Closed | -$210K | – | 81 |
|
|
2016
Q4 | $210K | Sell |
16,314
-11,125
| -41% | -$143K | 0.11% | 74 |
|
|
2016
Q3 | $341K | Sell |
27,439
-1,900
| -6% | -$23.6K | 0.17% | 47 |
|
|
2016
Q2 | $368K | Sell |
29,339
-9,800
| -25% | -$123K | 0.21% | 41 |
|
|
2016
Q1 | $532K | Buy |
+39,139
| New | +$532K | 0.31% | 32 |
|