SSWM
WP
Sheets Smith Wealth Management’s Worldpay, Inc. WP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,972
| Closed | -$732K | – | 328 |
|
|
2019
Q2 | $732K | Sell |
5,972
-53
| -0.9% | -$6.5K | 0.15% | 154 |
|
|
2019
Q1 | $684K | Sell |
6,025
-19
| -0.3% | -$2.16K | 0.15% | 161 |
|
|
2018
Q4 | $462K | Sell |
6,044
-12,065
| -67% | -$922K | 0.12% | 172 |
|
|
2018
Q3 | $1.83M | Buy |
18,109
+372
| +2% | +$37.7K | 0.38% | 68 |
|
|
2018
Q2 | $1.45M | Buy |
17,737
+175
| +1% | +$14.3K | 0.34% | 80 |
|
|
2018
Q1 | $1.44M | Sell |
17,562
-179
| -1% | -$14.7K | 0.35% | 80 |
|
|
2017
Q4 | $1.31M | Buy |
17,741
+321
| +2% | +$23.6K | 0.31% | 84 |
|
|
2017
Q3 | $1.23M | Sell |
17,420
-263
| -1% | -$18.5K | 0.31% | 86 |
|
|
2017
Q2 | $1.12M | Sell |
17,683
-797
| -4% | -$50.5K | 0.3% | 92 |
|
|
2017
Q1 | $1.19M | Sell |
18,480
-35
| -0.2% | -$2.24K | 0.31% | 92 |
|
|
2016
Q4 | $1.1M | Sell |
18,515
-1,167
| -6% | -$69.6K | 0.31% | 89 |
|
|
2016
Q3 | $1.11M | Sell |
19,682
-902
| -4% | -$50.8K | 0.31% | 84 |
|
|
2016
Q2 | $1.17M | Sell |
20,584
-482
| -2% | -$27.3K | 0.34% | 79 |
|
|
2016
Q1 | $1.14M | Buy |
21,066
+2,499
| +13% | +$135K | 0.35% | 75 |
|
|
2015
Q4 | $880K | Sell |
18,567
-86
| -0.5% | -$4.08K | 0.27% | 105 |
|
|
2015
Q3 | $838K | Buy |
+18,653
| New | +$838K | 0.28% | 93 |
|