KCS Wealth Advisory’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,658
| Closed | -$337K | – | 161 |
|
|
2022
Q2 | $337K | Sell |
6,658
-69
| -1% | -$3.49K | 0.15% | 119 |
|
|
2022
Q1 | $440K | Sell |
6,727
-217
| -3% | -$14.2K | 0.2% | 107 |
|
|
2021
Q4 | $525K | Buy |
6,944
+60
| +0.9% | +$4.54K | 0.21% | 106 |
|
|
2021
Q3 | $462K | Sell |
6,884
-146
| -2% | -$9.8K | 0.22% | 98 |
|
|
2021
Q2 | $477K | Sell |
7,030
-484
| -6% | -$32.8K | 0.22% | 101 |
|
|
2021
Q1 | $480K | Sell |
7,514
-140
| -2% | -$8.94K | 0.25% | 105 |
|
|
2020
Q4 | $414K | Sell |
7,654
-95
| -1% | -$5.14K | 0.27% | 106 |
|
|
2020
Q3 | $304K | Buy |
7,749
+1,210
| +19% | +$47.5K | 0.24% | 112 |
|
|
2020
Q2 | $256K | Sell |
6,539
-6,276
| -49% | -$246K | 0.21% | 124 |
|
|
2020
Q1 | $433K | Sell |
12,815
-458
| -3% | -$15.5K | 0.44% | 95 |
|
|
2019
Q4 | $933K | Buy |
13,273
+4,692
| +55% | +$330K | 0.7% | 67 |
|
|
2019
Q3 | $537K | Sell |
8,581
-46
| -0.5% | -$2.88K | 0.37% | 101 |
|
|
2019
Q2 | $543K | Sell |
8,627
-60
| -0.7% | -$3.78K | 0.43% | 95 |
|
|
2019
Q1 | $459K | Buy |
8,687
+1,566
| +22% | +$82.7K | 0.4% | 101 |
|
|
2018
Q4 | $390K | Sell |
7,121
-2,697
| -27% | -$148K | 0.41% | 103 |
|
|
2018
Q3 | $719K | Buy |
9,818
+1,124
| +13% | +$82.3K | 0.67% | 62 |
|
|
2018
Q2 | $683K | Buy |
8,694
+844
| +11% | +$66.3K | 0.64% | 67 |
|
|
2018
Q1 | $624K | Buy |
7,850
+785
| +11% | +$62.4K | 0.57% | 72 |
|
|
2017
Q4 | $640K | Buy |
+7,065
| New | +$640K | 0.62% | 60 |
|