Wealthspire Advisors (Maryland)’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-237
| Closed | -$13K | – | 2096 |
|
2019
Q1 | $13K | Buy |
237
+29
| +14% | +$1.59K | ﹤0.01% | 1433 |
|
2018
Q4 | $11K | Buy |
208
+62
| +42% | +$3.28K | ﹤0.01% | 1438 |
|
2018
Q3 | $11K | Buy |
146
+102
| +232% | +$7.69K | ﹤0.01% | 1496 |
|
2018
Q2 | $3K | Sell |
44
-30
| -41% | -$2.05K | ﹤0.01% | 2064 |
|
2018
Q1 | $6K | Sell |
74
-69
| -48% | -$5.6K | ﹤0.01% | 1768 |
|
2017
Q4 | $13K | Sell |
143
-84
| -37% | -$7.64K | ﹤0.01% | 1496 |
|
2017
Q3 | $21K | Buy |
227
+163
| +255% | +$15.1K | ﹤0.01% | 1291 |
|
2017
Q2 | $7K | Buy |
64
+7
| +12% | +$766 | ﹤0.01% | 1673 |
|
2017
Q1 | $6K | Buy |
57
+27
| +90% | +$2.84K | ﹤0.01% | 1495 |
|
2016
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1500 |
|
2016
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 1450 |
|
2016
Q2 | $3K | Buy |
30
+6
| +25% | +$600 | ﹤0.01% | 1456 |
|
2016
Q1 | $3K | Sell |
24
-5
| -17% | -$625 | ﹤0.01% | 1473 |
|
2015
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 1483 |
|