Carroll Financial Associates’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $80K | Buy |
1,059
+963
| +1,003% | +$72.7K | ﹤0.01% | 593 |
|
|
2021
Q3 | $6K | Buy |
96
+36
| +60% | +$2.25K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1495 |
|
|
2021
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 1468 |
|
|
2018
Q4 | – | Sell |
-89
| Closed | -$6K | – | 1412 |
|
|
2018
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 1048 |
|
|
2018
Q2 | $6K | Hold |
89
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 944 |
|
|
2017
Q4 | $8K | Hold |
89
| – | – | ﹤0.01% | 900 |
|
|
2017
Q3 | $8K | Sell |
89
-50
| -36% | -$4.49K | ﹤0.01% | 877 |
|
|
2017
Q2 | $14K | Sell |
139
-43
| -24% | -$4.33K | ﹤0.01% | 767 |
|
|
2017
Q1 | $19K | Hold |
182
| – | – | ﹤0.01% | 678 |
|
|
2016
Q4 | $20K | Hold |
182
| – | – | ﹤0.01% | 642 |
|
|
2016
Q3 | $21K | Sell |
182
-21
| -10% | -$2.42K | ﹤0.01% | 644 |
|
|
2016
Q2 | $21K | Hold |
203
| – | – | ﹤0.01% | 614 |
|
|
2016
Q1 | $23K | Sell |
203
-10
| -5% | -$1.13K | ﹤0.01% | 585 |
|
|
2015
Q4 | $24K | Hold |
213
| – | – | 0.01% | 545 |
|
|
2015
Q3 | $23K | Sell |
213
-1,449
| -87% | -$156K | 0.01% | 547 |
|
|
2015
Q2 | $187K | Buy |
1,662
+166
| +11% | +$18.7K | 0.04% | 198 |
|
|
2015
Q1 | $170K | Buy |
1,496
+16
| +1% | +$1.82K | 0.07% | 147 |
|
|
2014
Q4 | $166K | Hold |
1,480
| – | – | 0.11% | 125 |
|
|
2014
Q3 | $148K | Hold |
1,480
| – | – | 0.05% | 172 |
|
|
2014
Q2 | $161K | Hold |
1,480
| – | – | 0.05% | 178 |
|
|
2014
Q1 | $153K | Hold |
1,480
| – | – | 0.05% | 167 |
|
|
2013
Q4 | $169K | Hold |
1,480
| – | – | 0.06% | 154 |
|
|
2013
Q3 | $152K | Hold |
1,480
| – | – | 0.06% | 160 |
|
|
2013
Q2 | $126K | Buy |
+1,480
| New | +$126K | 0.06% | 143 |
|