Plante Moran Financial Advisors’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 |
-120
| Closed | -$15K | – | 938 |
|
|
2019
Q2 | $15K | Sell |
120
-869
| -88% | -$109K | ﹤0.01% | 518 |
|
|
2019
Q1 | $112K | Hold |
989
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $76K | Hold |
989
| – | – | 0.03% | 235 |
|
|
2018
Q3 | $100K | Sell |
989
-26
| -3% | -$2.63K | 0.03% | 216 |
|
|
2018
Q2 | $83K | Buy |
1,015
+26
| +3% | +$2.13K | 0.04% | 246 |
|
|
2018
Q1 | $81K | Hold |
989
| – | – | 0.04% | 264 |
|
|
2017
Q4 | $73K | Hold |
989
| – | – | 0.04% | 273 |
|
|
2017
Q3 | $70K | Buy |
989
+120
| +14% | +$8.49K | 0.04% | 249 |
|
|
2017
Q2 | $55K | Sell |
869
-289
| -25% | -$18.3K | 0.03% | 291 |
|
|
2017
Q1 | $74K | Hold |
1,158
| – | – | 0.04% | 248 |
|
|
2016
Q4 | $69K | Hold |
1,158
| – | – | 0.04% | 274 |
|
|
2016
Q3 | $65K | Hold |
1,158
| – | – | 0.04% | 269 |
|
|
2016
Q2 | $66K | Hold |
1,158
| – | – | 0.05% | 248 |
|
|
2016
Q1 | $62K | Hold |
1,158
| – | – | 0.05% | 233 |
|
|
2015
Q4 | $55K | Hold |
1,158
| – | – | 0.04% | 263 |
|
|
2015
Q3 | $52K | Hold |
1,158
| – | – | 0.04% | 253 |
|
|
2015
Q2 | $44K | Buy |
1,158
+879
| +315% | +$33.4K | 0.03% | 318 |
|
|
2015
Q1 | $11K | Buy |
+279
| New | +$11K | 0.01% | 510 |
|