Lenox Wealth Management’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Sell |
54
-2
| -4% | -$74 | ﹤0.01% | 657 |
|
|
2020
Q1 | $1K | Sell |
56
-335
| -86% | -$5.98K | ﹤0.01% | 682 |
|
|
2019
Q4 | $27K | Hold |
391
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $24K | Sell |
391
-30
| -7% | -$1.84K | 0.01% | 334 |
|
|
2019
Q2 | $26K | Buy |
421
+30
| +8% | +$1.85K | 0.01% | 318 |
|
|
2019
Q1 | $21K | Buy |
391
+44
| +13% | +$2.36K | 0.01% | 347 |
|
|
2018
Q4 | $19K | Sell |
347
-10,750
| -97% | -$589K | 0.01% | 302 |
|
|
2018
Q3 | $813K | Sell |
11,097
-52,166
| -82% | -$3.82M | 0.24% | 69 |
|
|
2018
Q2 | $5.13M | Buy |
63,263
+3,989
| +7% | +$323K | 1.65% | 11 |
|
|
2018
Q1 | $4.72M | Buy |
59,274
+5,956
| +11% | +$474K | 1.52% | 13 |
|
|
2017
Q4 | $4.83M | Buy |
53,318
+15,073
| +39% | +$1.36M | 1.47% | 13 |
|
|
2017
Q3 | $3.55M | Buy |
38,245
+13,176
| +53% | +$1.22M | 1.22% | 11 |
|
|
2017
Q2 | $2.68M | Buy |
+25,069
| New | +$2.68M | 1.08% | 12 |
|