Intercontinental Wealth Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,209
| Closed | -$235K | – | 451 |
|
|
2018
Q3 | $235K | Buy |
3,209
+244
| +8% | +$17.9K | 0.12% | 119 |
|
|
2018
Q2 | $233K | Hold |
2,965
| – | – | 0.13% | 114 |
|
|
2018
Q1 | $236K | Buy |
2,965
+134
| +5% | +$10.7K | 0.14% | 114 |
|
|
2017
Q4 | $256K | Buy |
2,831
+368
| +15% | +$33.3K | 0.14% | 115 |
|
|
2017
Q3 | $229K | Buy |
+2,463
| New | +$229K | 0.14% | 111 |
|