Moneta Group Investment Advisors’s Worldpay, Inc. WP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,198
| Closed | -$99K | – | 676 |
|
|
2018
Q1 | $99K | Buy |
+1,198
| New | +$99K | 0.01% | 247 |
|
|
2015
Q2 | – | Sell |
-20,000
| Closed | -$754K | – | 161 |
|
|
2015
Q1 | $754K | Buy |
20,000
+5,000
| +33% | +$189K | 0.32% | 61 |
|
|
2014
Q4 | $509K | Buy |
15,000
+8,500
| +131% | +$288K | 0.24% | 69 |
|
|
2014
Q3 | $201K | Hold |
6,500
| – | – | 0.1% | 131 |
|
|
2014
Q2 | $219K | Buy |
+6,500
| New | +$219K | 0.12% | 128 |
|
|
2014
Q1 | – | Sell |
-6,500
| Closed | -$212K | – | 130 |
|
|
2013
Q4 | $212K | Buy |
+6,500
| New | +$212K | 0.13% | 121 |
|