Shepherd Financial Partners’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 |
-5,495
| Closed | -$673K | – | 132 |
|
|
2019
Q2 | $673K | Sell |
5,495
-34
| -0.6% | -$4.16K | 0.13% | 82 |
|
|
2019
Q1 | $628K | Sell |
5,529
-72
| -1% | -$8.18K | 0.12% | 82 |
|
|
2018
Q4 | $428K | Sell |
5,601
-61
| -1% | -$4.66K | 0.09% | 92 |
|
|
2018
Q3 | $464K | Hold |
5,662
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $466K | Sell |
5,662
-206
| -4% | -$17K | 0.1% | 84 |
|
|
2018
Q1 | $482K | Sell |
5,868
-1,076
| -15% | -$88.4K | 0.12% | 79 |
|
|
2017
Q4 | $513K | Sell |
6,944
-2,093
| -23% | -$155K | 0.12% | 77 |
|
|
2017
Q3 | $644K | Buy |
9,037
+56
| +0.6% | +$3.99K | 0.15% | 75 |
|
|
2017
Q2 | $552K | Buy |
8,981
+109
| +1% | +$6.7K | 0.13% | 78 |
|
|
2017
Q1 | $549K | Buy |
8,872
+83
| +0.9% | +$5.14K | 0.14% | 74 |
|
|
2016
Q4 | $532K | Buy |
+8,789
| New | +$532K | 0.15% | 76 |
|