Carson Wealth (CWM LLC)’s Worldpay, Inc. WP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-501
| Closed | -$38K | – | 3442 |
|
|
2018
Q4 | $38K | Buy |
501
+278
| +125% | +$21.1K | ﹤0.01% | 954 |
|
|
2018
Q3 | $23K | Buy |
223
+22
| +11% | +$2.27K | ﹤0.01% | 921 |
|
|
2018
Q2 | $16K | Buy |
201
+61
| +44% | +$4.86K | ﹤0.01% | 886 |
|
|
2018
Q1 | $12K | Buy |
+140
| New | +$12K | ﹤0.01% | 824 |
|
|
2017
Q4 | – | Sell |
-322
| Closed | -$23K | – | 1635 |
|
|
2017
Q3 | $23K | Buy |
322
+219
| +213% | +$15.6K | ﹤0.01% | 681 |
|
|
2017
Q2 | $7K | Buy |
+103
| New | +$7K | ﹤0.01% | 845 |
|
|
2014
Q1 | – | Sell |
-117
| Closed | -$4K | – | 513 |
|
|
2013
Q4 | $4K | Buy |
117
+10
| +9% | +$342 | ﹤0.01% | 508 |
|
|
2013
Q3 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 421 |
|