PVWM
Point View Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $506K | Hold |
1,540
| – | – | 0.21% | 157 |
|
|
2020
Q3 | $555K | Hold |
1,540
| – | – | 0.26% | 126 |
|
|
2020
Q2 | $507K | Hold |
1,540
| – | – | 0.24% | 137 |
|
|
2020
Q1 | $377K | Hold |
1,540
| – | – | 0.21% | 149 |
|
|
2019
Q4 | $420K | Hold |
1,540
| – | – | 0.17% | 171 |
|
|
2019
Q3 | $377K | Hold |
1,540
| – | – | 0.17% | 171 |
|
|
2019
Q2 | $351K | Sell |
1,540
-25
| -2% | -$5.7K | 0.15% | 180 |
|
|
2019
Q1 | $330K | Buy |
1,565
+45
| +3% | +$9.49K | 0.15% | 182 |
|
|
2018
Q4 | $258K | Hold |
1,520
| – | – | 0.13% | 197 |
|
|
2018
Q3 | $297K | Hold |
1,520
| – | – | 0.13% | 198 |
|
|
2018
Q2 | $310K | Hold |
1,520
| – | – | 0.14% | 189 |
|
|
2018
Q1 | $290K | Hold |
1,520
| – | – | 0.14% | 189 |
|
|
2017
Q4 | $257K | Hold |
1,520
| – | – | 0.12% | 200 |
|
|
2017
Q3 | $238K | Hold |
1,520
| – | – | 0.11% | 205 |
|
|
2017
Q2 | $222K | Buy |
+1,520
| New | +$222K | 0.11% | 212 |
|
|
2016
Q4 | – | Sell |
-1,733
| Closed | -$219K | – | 251 |
|
|
2016
Q3 | $219K | Buy |
+1,733
| New | +$219K | 0.13% | 193 |
|