Steward Partners Investment Advisory’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 |
-3,577
| Closed | -$438K | – | 2873 |
|
|
2019
Q2 | $438K | Buy |
3,577
+161
| +5% | +$19.7K | 0.02% | 594 |
|
|
2019
Q1 | $387K | Buy |
+3,416
| New | +$387K | 0.02% | 575 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$14K | – | 2529 |
|
|
2018
Q3 | $14K | Hold |
135
| – | – | ﹤0.01% | 1746 |
|
|
2018
Q2 | $11K | Buy |
135
+94
| +229% | +$7.66K | ﹤0.01% | 1718 |
|
|
2018
Q1 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 1969 |
|
|
2017
Q2 | – | Sell |
-73
| Closed | -$4K | – | 1741 |
|
|
2017
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q4 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 699 |
|