Wheatland Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,560
| Closed | -$531K | – | 82 |
|
2019
Q4 | $531K | Sell |
7,560
-5,919
| -44% | -$416K | 0.68% | 55 |
|
2019
Q3 | $844K | Sell |
13,479
-3,375
| -20% | -$211K | 0.77% | 47 |
|
2019
Q2 | $1.06M | Buy |
16,854
+850
| +5% | +$53.5K | 0.8% | 44 |
|
2019
Q1 | $845K | Buy |
16,004
+2,825
| +21% | +$149K | 0.64% | 53 |
|
2018
Q4 | $722K | Sell |
13,179
-100
| -0.8% | -$5.48K | 0.63% | 52 |
|
2018
Q3 | $973K | Buy |
13,279
+760
| +6% | +$55.7K | 0.73% | 47 |
|
2018
Q2 | $984K | Buy |
12,519
+1,400
| +13% | +$110K | 0.8% | 46 |
|
2018
Q1 | $885K | Buy |
+11,119
| New | +$885K | 0.73% | 49 |
|