PVWM
Point View Wealth Management’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $640K | Buy |
11,836
+2,709
| +30% | +$146K | 0.26% | 126 |
|
|
2020
Q3 | $358K | Buy |
+9,127
| New | +$358K | 0.17% | 168 |
|
|
2020
Q2 | – | Sell |
-5,931
| Closed | -$200K | – | 265 |
|
|
2020
Q1 | $200K | Sell |
5,931
-270
| -4% | -$9.11K | 0.11% | 218 |
|
|
2019
Q4 | $436K | Buy |
6,201
+550
| +10% | +$38.7K | 0.18% | 164 |
|
|
2019
Q3 | $354K | Sell |
5,651
-395
| -7% | -$24.7K | 0.16% | 176 |
|
|
2019
Q2 | $380K | Buy |
6,046
+905
| +18% | +$56.9K | 0.16% | 171 |
|
|
2019
Q1 | $271K | Sell |
5,141
-324
| -6% | -$17.1K | 0.12% | 204 |
|
|
2018
Q4 | $299K | Buy |
5,465
+680
| +14% | +$37.2K | 0.15% | 181 |
|
|
2018
Q3 | $351K | Sell |
4,785
-337
| -7% | -$24.7K | 0.16% | 175 |
|
|
2018
Q2 | $402K | Buy |
5,122
+497
| +11% | +$39K | 0.19% | 159 |
|
|
2018
Q1 | $368K | Sell |
4,625
-1,667
| -26% | -$133K | 0.18% | 164 |
|
|
2017
Q4 | $570K | Hold |
6,292
| – | – | 0.27% | 133 |
|
|
2017
Q3 | $584K | Buy |
6,292
+814
| +15% | +$75.6K | 0.28% | 128 |
|
|
2017
Q2 | $577K | Hold |
5,478
| – | – | 0.28% | 128 |
|
|
2017
Q1 | $599K | Hold |
5,478
| – | – | 0.31% | 112 |
|
|
2016
Q4 | $606K | Sell |
5,478
-14
| -0.3% | -$1.55K | 0.35% | 103 |
|
|
2016
Q3 | $647K | Hold |
5,492
| – | – | 0.38% | 99 |
|
|
2016
Q2 | $574K | Sell |
5,492
-15
| -0.3% | -$1.57K | 0.35% | 105 |
|
|
2016
Q1 | $641K | Hold |
5,507
| – | – | 0.41% | 86 |
|
|
2015
Q4 | $632K | Hold |
5,507
| – | – | 0.46% | 82 |
|
|
2015
Q3 | $573K | Hold |
5,507
| – | – | 0.46% | 82 |
|
|
2015
Q2 | $621K | Sell |
5,507
-66
| -1% | -$7.44K | 0.48% | 75 |
|
|
2015
Q1 | $634K | Sell |
5,573
-51
| -0.9% | -$5.8K | 0.49% | 72 |
|
|
2014
Q4 | $5.85M | Hold |
5,624
| – | – | 4.36% | 1 |
|
|
2014
Q3 | $565K | Sell |
5,624
-87
| -2% | -$8.74K | 0.48% | 76 |
|
|
2014
Q2 | $622K | Hold |
5,711
| – | – | 0.54% | 65 |
|
|
2014
Q1 | $589K | Sell |
5,711
-27
| -0.5% | -$2.79K | 0.54% | 67 |
|
|
2013
Q4 | $659K | Buy |
+5,738
| New | +$659K | 0.63% | 55 |
|