PVWM
Point View Wealth Management’s Jones Lang LaSalle JLL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $1.36M | Sell |
9,131
-99
| -1% | -$14.7K | 0.55% | 55 |
|
2020
Q3 | $883K | Buy |
9,230
+1,071
| +13% | +$102K | 0.42% | 77 |
|
2020
Q2 | $844K | Buy |
8,159
+202
| +3% | +$20.9K | 0.4% | 83 |
|
2020
Q1 | $803K | Sell |
7,957
-40
| -0.5% | -$4.04K | 0.44% | 79 |
|
2019
Q4 | $1.39M | Sell |
7,997
-123
| -2% | -$21.4K | 0.58% | 50 |
|
2019
Q3 | $1.13M | Sell |
8,120
-299
| -4% | -$41.6K | 0.51% | 66 |
|
2019
Q2 | $1.18M | Sell |
8,419
-26
| -0.3% | -$3.66K | 0.5% | 66 |
|
2019
Q1 | $1.3M | Sell |
8,445
-206
| -2% | -$31.8K | 0.58% | 58 |
|
2018
Q4 | $1.1M | Sell |
8,651
-105
| -1% | -$13.3K | 0.55% | 59 |
|
2018
Q3 | $1.26M | Sell |
8,756
-55
| -0.6% | -$7.94K | 0.56% | 55 |
|
2018
Q2 | $1.46M | Sell |
8,811
-337
| -4% | -$56K | 0.68% | 45 |
|
2018
Q1 | $1.6M | Sell |
9,148
-556
| -6% | -$97.1K | 0.77% | 38 |
|
2017
Q4 | $1.45M | Sell |
9,704
-594
| -6% | -$88.5K | 0.69% | 43 |
|
2017
Q3 | $1.27M | Sell |
10,298
-643
| -6% | -$79.4K | 0.61% | 49 |
|
2017
Q2 | $1.37M | Buy |
10,941
+1,568
| +17% | +$196K | 0.67% | 39 |
|
2017
Q1 | $1.05M | Buy |
9,373
+2,898
| +45% | +$323K | 0.54% | 62 |
|
2016
Q4 | $654K | Buy |
+6,475
| New | +$654K | 0.38% | 99 |
|