PVWM
Point View Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,107
| Closed | -$96K | – | 264 |
|
|
2017
Q1 | $96K | Hold |
13,107
| – | -$49.7K | 0.05% | 253 |
|
|
2016
Q4 | $114K | Hold |
13,107
| – | – | 0.07% | 239 |
|
|
2016
Q3 | $133K | Sell |
13,107
-720
| -5% | -$7.3K | 0.08% | 227 |
|
|
2016
Q2 | $131K | Sell |
13,827
-671
| -5% | -$6.37K | 0.08% | 225 |
|
|
2016
Q1 | $162K | Hold |
14,498
| – | – | 0.1% | 211 |
|
|
2015
Q4 | $154K | Sell |
14,498
-950
| -6% | -$10.1K | 0.11% | 194 |
|
|
2015
Q3 | $150K | Hold |
15,448
| – | – | 0.12% | 184 |
|
|
2015
Q2 | $164K | Hold |
15,448
| – | – | 0.13% | 182 |
|
|
2015
Q1 | $199K | Buy |
15,448
+950
| +7% | +$12.3K | 0.15% | 178 |
|
|
2014
Q4 | $201K | Hold |
14,498
| – | – | 0.15% | 173 |
|
|
2014
Q3 | $192K | Hold |
14,498
| – | – | 0.16% | 171 |
|
|
2014
Q2 | $180K | Buy |
14,498
+2,909
| +25% | +$36.1K | 0.16% | 173 |
|
|
2014
Q1 | $131K | Buy |
+11,589
| New | +$131K | 0.12% | 173 |
|