Valley Wealth Managers’s Worldpay, Inc. WP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-148,414
| Closed | -$16.8M | – | 207 |
|
|
2019
Q1 | $16.8M | Sell |
148,414
-1,004
| -0.7% | -$114K | 1.84% | 25 |
|
|
2018
Q4 | $11.4M | Sell |
149,418
-405
| -0.3% | -$31K | 1.49% | 36 |
|
|
2018
Q3 | $15.2M | Sell |
149,823
-2,805
| -2% | -$284K | 1.79% | 35 |
|
|
2018
Q2 | $12.5M | Buy |
152,628
+2,128
| +1% | +$174K | 1.52% | 39 |
|
|
2018
Q1 | $12.4M | Buy |
150,500
+4,780
| +3% | +$393K | 1.51% | 39 |
|
|
2017
Q4 | $10.7M | Buy |
+145,720
| New | +$10.7M | 1.29% | 41 |
|