BSW Wealth Partners’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,346
| Closed | -$259K | – | 321 |
|
|
2023
Q1 | $259K | Sell |
4,346
-127
| -3% | -$7.56K | 0.05% | 243 |
|
|
2022
Q4 | $220K | Buy |
+4,473
| New | +$220K | 0.05% | 261 |
|
|
2022
Q3 | – | Sell |
-5,276
| Closed | -$267K | – | 301 |
|
|
2022
Q2 | $267K | Sell |
5,276
-53
| -1% | -$2.68K | 0.06% | 210 |
|
|
2022
Q1 | $349K | Buy |
5,329
+297
| +6% | +$19.5K | 0.09% | 176 |
|
|
2021
Q4 | $380K | Buy |
5,032
+954
| +23% | +$72K | 0.1% | 159 |
|
|
2021
Q3 | $273K | Buy |
+4,078
| New | +$273K | 0.08% | 200 |
|