Point View Wealth Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $636K | Sell |
13,235
-220
| -2% | -$10.6K | 0.26% | 127 |
|
|
2020
Q3 | $628K | Sell |
13,455
-15
| -0.1% | -$700 | 0.3% | 110 |
|
|
2020
Q2 | $606K | Sell |
13,470
-83
| -0.6% | -$3.73K | 0.29% | 111 |
|
|
2020
Q1 | $395K | Hold |
13,553
| – | – | 0.22% | 144 |
|
|
2019
Q4 | $646K | Sell |
13,553
-400
| -3% | -$19.1K | 0.27% | 127 |
|
|
2019
Q3 | $528K | Sell |
13,953
-380
| -3% | -$14.4K | 0.24% | 134 |
|
|
2019
Q2 | $613K | Hold |
14,333
| – | – | 0.26% | 128 |
|
|
2019
Q1 | $760K | Sell |
14,333
-424
| -3% | -$22.5K | 0.34% | 105 |
|
|
2018
Q4 | $870K | Sell |
14,757
-529
| -3% | -$31.2K | 0.44% | 79 |
|
|
2018
Q3 | $834K | Sell |
15,286
-106
| -0.7% | -$5.78K | 0.37% | 91 |
|
|
2018
Q2 | $827K | Sell |
15,392
-1,034
| -6% | -$55.6K | 0.38% | 92 |
|
|
2018
Q1 | $801K | Sell |
16,426
-416
| -2% | -$20.3K | 0.38% | 90 |
|
|
2017
Q4 | $570K | Sell |
16,842
-1,234
| -7% | -$41.8K | 0.27% | 132 |
|
|
2017
Q3 | $614K | Sell |
18,076
-1,802
| -9% | -$61.2K | 0.29% | 125 |
|
|
2017
Q2 | $709K | Sell |
19,878
-420
| -2% | -$15K | 0.35% | 106 |
|
|
2017
Q1 | $590K | Buy |
20,298
+1,344
| +7% | +$39.1K | 0.3% | 114 |
|
|
2016
Q4 | $456K | Sell |
18,954
-820
| -4% | -$19.7K | 0.26% | 136 |
|
|
2016
Q3 | $613K | Sell |
19,774
-340
| -2% | -$10.5K | 0.36% | 105 |
|
|
2016
Q2 | $589K | Sell |
20,114
-82
| -0.4% | -$2.4K | 0.36% | 104 |
|
|
2016
Q1 | $622K | Sell |
20,196
-1,336
| -6% | -$41.1K | 0.4% | 91 |
|
|
2015
Q4 | $577K | Sell |
21,532
-1,900
| -8% | -$50.9K | 0.42% | 89 |
|
|
2015
Q3 | $639K | Sell |
23,432
-1,060
| -4% | -$28.9K | 0.51% | 75 |
|
|
2015
Q2 | $675K | Sell |
24,492
-1,302
| -5% | -$35.9K | 0.52% | 69 |
|
|
2015
Q1 | $551K | Sell |
25,794
-3,870
| -13% | -$82.7K | 0.43% | 86 |
|
|
2014
Q4 | $559K | Buy |
29,664
+3,774
| +15% | +$71.1K | 0.42% | 81 |
|
|
2014
Q3 | $566K | Buy |
25,890
+16,144
| +166% | +$353K | 0.48% | 75 |
|
|
2014
Q2 | $315K | Buy |
+9,746
| New | +$315K | 0.27% | 128 |
|