Donaldson Capital Management’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-143,732
| Closed | -$15.2M | – | 168 |
|
|
2017
Q2 | $15.2M | Sell |
143,732
-4,331
| -3% | -$457K | 1.72% | 29 |
|
|
2017
Q1 | $16.2M | Buy |
148,063
+22,370
| +18% | +$2.45M | 1.88% | 29 |
|
|
2016
Q4 | $13.9M | Sell |
125,693
-16,308
| -11% | -$1.8M | 1.71% | 29 |
|
|
2016
Q3 | $16.7M | Buy |
142,001
+9,589
| +7% | +$1.13M | 2.21% | 26 |
|
|
2016
Q2 | $13.8M | Buy |
+132,412
| New | +$13.8M | 1.92% | 26 |
|