TWM
Tolleson Wealth Management’s Global Payments GPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,289
| Closed | -$580K | – | 72 |
|
|
2021
Q4 | $580K | Hold |
4,289
| – | – | 0.16% | 51 |
|
|
2021
Q3 | $676K | Hold |
4,289
| – | – | 0.19% | 45 |
|
|
2021
Q2 | $804K | Hold |
4,289
| – | – | 0.22% | 45 |
|
|
2021
Q1 | $865K | Hold |
4,289
| – | – | 0.26% | 44 |
|
|
2020
Q4 | $924K | Sell |
4,289
-1,075
| -20% | -$232K | 0.31% | 35 |
|
|
2020
Q3 | $953K | Sell |
5,364
-310
| -5% | -$55.1K | 0.39% | 34 |
|
|
2020
Q2 | $962K | Hold |
5,674
| – | – | 0.42% | 33 |
|
|
2020
Q1 | $818K | Hold |
5,674
| – | – | 0.36% | 34 |
|
|
2019
Q4 | $1.04M | Hold |
5,674
| – | – | 0.5% | 27 |
|
|
2019
Q3 | $902K | Hold |
5,674
| – | – | 0.49% | 26 |
|
|
2019
Q2 | $909K | Hold |
5,674
| – | – | 0.63% | 18 |
|
|
2019
Q1 | $775K | Hold |
5,674
| – | – | 0.54% | 20 |
|
|
2018
Q4 | $585K | Buy |
+5,674
| New | +$585K | 0.34% | 24 |
|