Cerity Partners’s Worldpay, Inc. WP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,894
| Closed | -$215K | – | 599 |
|
|
2019
Q1 | $215K | Sell |
1,894
-14,725
| -89% | -$1.67M | 0.01% | 489 |
|
|
2018
Q4 | $1.27M | Buy |
16,619
+3,372
| +25% | +$258K | 0.09% | 198 |
|
|
2018
Q3 | $1.34M | Buy |
13,247
+1,486
| +13% | +$151K | 0.09% | 208 |
|
|
2018
Q2 | $962K | Buy |
11,761
+2,855
| +32% | +$234K | 0.07% | 239 |
|
|
2018
Q1 | $732K | Buy |
+8,906
| New | +$732K | 0.06% | 272 |
|
|
2017
Q4 | – | Sell |
-3,697
| Closed | -$261K | – | 603 |
|
|
2017
Q3 | $261K | Buy |
+3,697
| New | +$261K | 0.02% | 473 |
|