Lyell Wealth Management’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 |
-11,575
| Closed | -$1.42M | – | 128 |
|
|
2019
Q2 | $1.42M | Sell |
11,575
-33,673
| -74% | -$4.13M | 0.43% | 63 |
|
|
2019
Q1 | $5.14M | Sell |
45,248
-3,487
| -7% | -$396K | 1.71% | 18 |
|
|
2018
Q4 | $3.73M | Sell |
48,735
-110
| -0.2% | -$8.41K | 1.56% | 26 |
|
|
2018
Q3 | $4.95M | Sell |
48,845
-115
| -0.2% | -$11.6K | 1.67% | 17 |
|
|
2018
Q2 | $4M | Buy |
48,960
+420
| +0.9% | +$34.3K | 1.46% | 26 |
|
|
2018
Q1 | $3.99M | Buy |
48,540
+805
| +2% | +$66.2K | 1.48% | 28 |
|
|
2017
Q4 | $3.51M | Buy |
47,735
+1,735
| +4% | +$128K | 1.39% | 30 |
|
|
2017
Q3 | $3.24M | Buy |
46,000
+5,230
| +13% | +$369K | 1.4% | 31 |
|
|
2017
Q2 | $2.58M | Buy |
40,770
+3,105
| +8% | +$197K | 1.26% | 37 |
|
|
2017
Q1 | $2.42M | Buy |
37,665
+4,250
| +13% | +$273K | 1.31% | 37 |
|
|
2016
Q4 | $1.99M | Buy |
+33,415
| New | +$1.99M | 1.24% | 42 |
|