Concord 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
Q4 | – | Sell |
-72
| Closed | -$3.21K | – | 1035 |
|
|
2023
Q3 | $3.21K | Hold |
72
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $3.76K | Buy |
72
+30
| +71% | +$1.57K | ﹤0.01% | 763 |
|
|
2023
Q1 | $2.5K | Sell |
42
-30
| -42% | -$1.79K | ﹤0.01% | 780 |
|
|
2022
Q4 | $3.54K | Buy |
+72
| New | +$3.54K | ﹤0.01% | 833 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$9K | – | 1168 |
|
|
2022
Q2 | $9K | Sell |
175
-13
| -7% | -$669 | ﹤0.01% | 716 |
|
|
2022
Q1 | $12K | Hold |
188
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $14K | Hold |
188
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $13K | Hold |
188
| – | – | 0.01% | 443 |
|
|
2021
Q2 | $13K | Hold |
188
| – | – | ﹤0.01% | 583 |
|
|
2021
Q1 | $12K | Hold |
188
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $10K | Buy |
+188
| New | +$10K | 0.01% | 364 |
|