Wealthspire Advisors (Maryland)’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 |
-159
| Closed | -$18K | – | 2514 |
|
|
2019
Q1 | $18K | Sell |
159
-43
| -21% | -$4.87K | ﹤0.01% | 1328 |
|
|
2018
Q4 | $15K | Sell |
202
-44
| -18% | -$3.27K | ﹤0.01% | 1335 |
|
|
2018
Q3 | $25K | Buy |
246
+61
| +33% | +$6.2K | ﹤0.01% | 1224 |
|
|
2018
Q2 | $15K | Sell |
185
-10
| -5% | -$811 | ﹤0.01% | 1427 |
|
|
2018
Q1 | $16K | Buy |
+195
| New | +$16K | ﹤0.01% | 1386 |
|
|
2017
Q4 | – | Sell |
-131
| Closed | -$9K | – | 2684 |
|
|
2017
Q3 | $9K | Sell |
131
-103
| -44% | -$7.08K | ﹤0.01% | 1631 |
|
|
2017
Q2 | $15K | Buy |
234
+105
| +81% | +$6.73K | ﹤0.01% | 1378 |
|
|
2017
Q1 | $8K | Buy |
129
+20
| +18% | +$1.24K | ﹤0.01% | 1426 |
|
|
2016
Q4 | $6K | Sell |
109
-475
| -81% | -$26.1K | ﹤0.01% | 1363 |
|
|
2016
Q3 | $33K | Sell |
584
-129
| -18% | -$7.29K | 0.01% | 902 |
|
|
2016
Q2 | $40K | Sell |
713
-633
| -47% | -$35.5K | 0.01% | 799 |
|
|
2016
Q1 | $73K | Hold |
1,346
| – | – | 0.01% | 606 |
|
|
2015
Q4 | $64K | Buy |
+1,346
| New | +$64K | 0.01% | 649 |
|