Stifel Financial’s World Point Terminals, LP WPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-25,917
| Closed | -$451K | – | 2711 |
|
2017
Q2 | $451K | Hold |
25,917
| – | – | ﹤0.01% | 1922 |
|
2017
Q1 | $419K | Sell |
25,917
-520
| -2% | -$8.41K | ﹤0.01% | 1917 |
|
2016
Q4 | $437K | Sell |
26,437
-800
| -3% | -$13.2K | ﹤0.01% | 1849 |
|
2016
Q3 | $404K | Buy |
27,237
+689
| +3% | +$10.2K | ﹤0.01% | 1834 |
|
2016
Q2 | $419K | Buy |
26,548
+2
| +0% | +$32 | ﹤0.01% | 1865 |
|
2016
Q1 | $386K | Buy |
26,546
+9,044
| +52% | +$132K | ﹤0.01% | 1721 |
|
2015
Q4 | $235K | Buy |
17,502
+1,008
| +6% | +$13.5K | ﹤0.01% | 2040 |
|
2015
Q3 | $221K | Buy |
16,494
+202
| +1% | +$2.71K | ﹤0.01% | 1972 |
|
2015
Q2 | $280K | Buy |
16,292
+1,002
| +7% | +$17.2K | ﹤0.01% | 1995 |
|
2015
Q1 | $252K | Sell |
15,290
-1,856
| -11% | -$30.6K | ﹤0.01% | 1992 |
|
2014
Q4 | $345K | Sell |
17,146
-3,097
| -15% | -$62.3K | ﹤0.01% | 1791 |
|
2014
Q3 | $385K | Buy |
+20,243
| New | +$385K | ﹤0.01% | 1666 |
|