Valeo Financial Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-197
| Closed | -$11K | – | 2105 |
|
|
2020
Q4 | $11K | Hold |
197
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $8K | Sell |
197
-56
| -22% | -$2.27K | ﹤0.01% | 1112 |
|
|
2020
Q2 | $10K | Buy |
253
+11
| +5% | +$435 | ﹤0.01% | 1226 |
|
|
2020
Q1 | $9K | Buy |
242
+37
| +18% | +$1.38K | ﹤0.01% | 1100 |
|
|
2019
Q4 | $14K | Hold |
205
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 959 |
|
|
2019
Q2 | $13K | Hold |
205
| – | – | ﹤0.01% | 962 |
|
|
2019
Q1 | $11K | Buy |
+205
| New | +$11K | ﹤0.01% | 941 |
|
|
2018
Q4 | – | Sell |
-201
| Closed | -$11K | – | 1736 |
|
|
2018
Q3 | $11K | Buy |
201
+20
| +11% | +$1.1K | ﹤0.01% | 941 |
|
|
2018
Q2 | $14K | Buy |
181
+155
| +596% | +$12K | ﹤0.01% | 863 |
|
|
2018
Q1 | $2K | Sell |
26
-91
| -78% | -$7K | ﹤0.01% | 1365 |
|
|
2017
Q4 | $11K | Sell |
117
-8
| -6% | -$752 | ﹤0.01% | 817 |
|
|
2017
Q3 | $12K | Buy |
+125
| New | +$12K | ﹤0.01% | 662 |
|