Elwood & Goetz Wealth Advisory Group’s Global Payments GPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,568
| Closed | -$247K | – | 57 |
|
|
2021
Q3 | $247K | Sell |
1,568
-148
| -9% | -$23.3K | 0.09% | 50 |
|
|
2021
Q2 | $322K | Sell |
1,716
-2
| -0.1% | -$375 | 0.12% | 40 |
|
|
2021
Q1 | $346K | Hold |
1,718
| – | – | 0.14% | 34 |
|
|
2020
Q4 | $370K | Sell |
1,718
-236
| -12% | -$50.8K | 0.17% | 35 |
|
|
2020
Q3 | $347K | Sell |
1,954
-111
| -5% | -$19.7K | 0.19% | 29 |
|
|
2020
Q2 | $350K | Hold |
2,065
| – | – | 0.21% | 27 |
|
|
2020
Q1 | $298K | Sell |
2,065
-2
| -0.1% | -$289 | 0.22% | 24 |
|
|
2019
Q4 | $377K | Hold |
2,067
| – | – | 0.27% | 23 |
|
|
2019
Q3 | $329K | Buy |
+2,067
| New | +$329K | 0.26% | 24 |
|