Valeo 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
Q3 | – | Sell |
-143
| Closed | -$18K | – | 1727 |
|
|
2019
Q2 | $18K | Hold |
143
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $16K | Sell |
143
-72
| -33% | -$8.06K | ﹤0.01% | 845 |
|
|
2018
Q4 | $16K | Sell |
215
-27
| -11% | -$2.01K | ﹤0.01% | 772 |
|
|
2018
Q3 | $21K | Buy |
242
+12
| +5% | +$1.04K | ﹤0.01% | 764 |
|
|
2018
Q2 | $21K | Hold |
230
| – | – | ﹤0.01% | 751 |
|
|
2018
Q1 | $19K | Buy |
230
+11
| +5% | +$909 | ﹤0.01% | 733 |
|
|
2017
Q4 | $16K | Sell |
219
-39
| -15% | -$2.85K | ﹤0.01% | 726 |
|
|
2017
Q3 | $18K | Buy |
+258
| New | +$18K | ﹤0.01% | 577 |
|