OneDigital Investment Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-189
| Closed | -$12K | – | 1120 |
|
2019
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 907 |
|
2019
Q1 | $10K | Sell |
189
-127
| -40% | -$6.72K | ﹤0.01% | 883 |
|
2018
Q4 | $17K | Buy |
+316
| New | +$17K | ﹤0.01% | 742 |
|
2018
Q3 | – | Sell |
-273
| Closed | -$21K | – | 1280 |
|
2018
Q2 | $21K | Sell |
273
-31
| -10% | -$2.39K | ﹤0.01% | 795 |
|
2018
Q1 | $24K | Buy |
304
+130
| +75% | +$10.3K | 0.01% | 758 |
|
2017
Q4 | $16K | Sell |
174
-16
| -8% | -$1.47K | ﹤0.01% | 877 |
|
2017
Q3 | $18K | Buy |
+190
| New | +$18K | 0.01% | 688 |
|