Gideon Capital Advisors’s Worldpay, Inc. WP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,037
| Closed | -$1.23M | – | 428 |
|
|
2019
Q2 | $1.23M | Buy |
+10,037
| New | +$1.23M | 0.42% | 83 |
|
|
2018
Q3 | – | Sell |
-3,475
| Closed | -$284K | – | 539 |
|
|
2018
Q2 | $284K | Buy |
+3,475
| New | +$284K | 0.14% | 270 |
|
|
2018
Q1 | – | Sell |
-3,763
| Closed | -$277K | – | 510 |
|
|
2017
Q4 | $277K | Buy |
+3,763
| New | +$277K | 0.24% | 183 |
|
|
2016
Q2 | – | Sell |
-33,901
| Closed | -$1.83M | – | 265 |
|
|
2016
Q1 | $1.83M | Buy |
33,901
+22,405
| +195% | +$1.21M | 2.28% | 3 |
|
|
2015
Q4 | $545K | Buy |
11,496
+1,996
| +21% | +$94.6K | 0.4% | 98 |
|
|
2015
Q3 | $427K | Sell |
9,500
-834
| -8% | -$37.5K | 0.25% | 132 |
|
|
2015
Q2 | $395K | Buy |
+10,334
| New | +$395K | 0.16% | 167 |
|