PVWM
Point View Wealth Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,028
| Closed | -$208K | – | 261 |
|
|
2017
Q4 | $208K | Sell |
4,028
-595
| -13% | -$30.7K | 0.1% | 229 |
|
|
2017
Q3 | $229K | Hold |
4,623
| – | – | 0.11% | 213 |
|
|
2017
Q2 | $214K | Buy |
+4,623
| New | +$214K | 0.11% | 222 |
|
|
2015
Q3 | – | Sell |
-4,720
| Closed | -$212K | – | 205 |
|
|
2015
Q2 | $212K | Buy |
4,720
+325
| +7% | +$14.6K | 0.16% | 168 |
|
|
2015
Q1 | $187K | Buy |
+4,395
| New | +$187K | 0.14% | 181 |
|
|
2014
Q4 | – | Sell |
-4,097
| Closed | -$208K | – | 193 |
|
|
2014
Q3 | $208K | Sell |
4,097
-138
| -3% | -$7.01K | 0.18% | 165 |
|
|
2014
Q2 | $215K | Hold |
4,235
| – | – | 0.19% | 168 |
|
|
2014
Q1 | $215K | Sell |
4,235
-462
| -10% | -$23.5K | 0.2% | 157 |
|
|
2013
Q4 | $259K | Buy |
+4,697
| New | +$259K | 0.25% | 139 |
|