MWPCG
SP
Measured Wealth Private Client Group’s SP Plus Corporation SP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,260
| Closed | -$360K | – | 210 |
|
|
2019
Q2 | $360K | Sell |
11,260
-3,335
| -23% | -$107K | 0.21% | 104 |
|
|
2019
Q1 | $498K | Buy |
14,595
+6,070
| +71% | +$207K | 0.31% | 67 |
|
|
2018
Q4 | $252K | Sell |
8,525
-3,510
| -29% | -$104K | 0.23% | 75 |
|
|
2018
Q3 | $437K | Buy |
12,035
+260
| +2% | +$9.44K | 0.26% | 62 |
|
|
2018
Q2 | $438K | Buy |
+11,775
| New | +$438K | 0.36% | 52 |
|