Lenox Wealth Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-32
| Closed | -$2K | – | 830 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 537 |
|
|
2019
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 549 |
|
|
2018
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 346 |
|
|
2018
Q3 | $2K | Sell |
32
-322
| -91% | -$20.1K | ﹤0.01% | 378 |
|
|
2018
Q2 | $28K | Sell |
354
-562
| -61% | -$44.5K | 0.01% | 213 |
|
|
2018
Q1 | $73K | Buy |
916
+624
| +214% | +$49.7K | 0.02% | 130 |
|
|
2017
Q4 | $26K | Buy |
292
+269
| +1,170% | +$24K | 0.01% | 131 |
|
|
2017
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 167 |
|
|
2016
Q1 | – | Sell |
-16
| Closed | -$2K | – | 419 |
|
|
2015
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 342 |
|