United Capital Financial Advisors’s Worldpay, Inc. WP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-3,860
| Closed | -$295K | – | 1397 |
|
2018
Q4 | $295K | Sell |
3,860
-188
| -5% | -$14.4K | ﹤0.01% | 1070 |
|
2018
Q3 | $410K | Buy |
4,048
+3
| +0.1% | +$304 | ﹤0.01% | 1009 |
|
2018
Q2 | $331K | Buy |
4,045
+1,190
| +42% | +$97.4K | ﹤0.01% | 1054 |
|
2018
Q1 | $235K | Buy |
2,855
+24
| +0.8% | +$1.98K | ﹤0.01% | 1183 |
|
2017
Q4 | $208K | Buy |
+2,831
| New | +$208K | ﹤0.01% | 1231 |
|
2017
Q1 | – | Sell |
-6,976
| Closed | -$416K | – | 1302 |
|
2016
Q4 | $416K | Sell |
6,976
-3,988
| -36% | -$238K | ﹤0.01% | 978 |
|
2016
Q3 | $617K | Buy |
+10,964
| New | +$617K | 0.01% | 901 |
|