Exencial Wealth Advisors’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	-14,259	Closed	-$636K	–	484
2023 Q3	$636K	Buy	14,259 +563	+4%	+$25.1K	0.03%	265
2023 Q2	$716K	Buy	13,696 +1,822	+15%	+$95.3K	0.03%	259
2023 Q1	$707K	Buy	+11,874	New	+$707K	0.04%	247