Edge Wealth Management’s World Point Terminals, LP WPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-250
| Closed | -$4K | – | 568 |
|
|
2017
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 442 |
|
|
2017
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 423 |
|
|
2016
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 406 |
|
|
2016
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 405 |
|
|
2016
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 377 |
|
|
2016
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 357 |
|
|
2015
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 379 |
|
|
2015
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 382 |
|
|
2015
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 363 |
|
|
2015
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 359 |
|