B. Riley Wealth Advisors’s Worldpay, Inc. WP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,366
| Closed | -$277K | – | 678 |
|
|
2017
Q3 | $277K | Hold |
4,366
| – | – | 0.05% | 401 |
|
|
2017
Q2 | $277K | Sell |
4,366
-1,445
| -25% | -$91.7K | 0.05% | 392 |
|
|
2017
Q1 | $374K | Sell |
5,811
-253
| -4% | -$16.3K | 0.07% | 287 |
|
|
2016
Q4 | $362K | Sell |
6,064
-155
| -2% | -$9.25K | 0.07% | 306 |
|
|
2016
Q3 | $351K | Buy |
6,219
+18
| +0.3% | +$1.02K | 0.07% | 358 |
|
|
2016
Q2 | $351K | Sell |
6,201
-111
| -2% | -$6.28K | 0.07% | 348 |
|
|
2016
Q1 | $340K | Buy |
6,312
+1,414
| +29% | +$76.2K | 0.08% | 315 |
|
|
2015
Q4 | $233K | Buy |
+4,898
| New | +$233K | 0.05% | 444 |
|