YorkBridge Wealth Partners’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-460
| Closed | -$29K | – | 651 |
|
|
2019
Q2 | $29K | Sell |
460
-32
| -7% | -$2.02K | 0.01% | 420 |
|
|
2019
Q1 | $26K | Hold |
492
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $27K | Sell |
492
-2,031
| -80% | -$111K | 0.01% | 398 |
|
|
2018
Q3 | $187K | Hold |
2,523
| – | – | 0.09% | 175 |
|
|
2018
Q2 | $198K | Buy |
2,523
+433
| +21% | +$34K | 0.09% | 175 |
|
|
2018
Q1 | $176K | Buy |
2,090
+136
| +7% | +$11.5K | 0.08% | 192 |
|
|
2017
Q4 | $168K | Sell |
1,954
-341
| -15% | -$29.3K | 0.08% | 192 |
|
|
2017
Q3 | $213K | Buy |
2,295
+41
| +2% | +$3.81K | 0.11% | 166 |
|
|
2017
Q2 | $236K | Buy |
2,254
+106
| +5% | +$11.1K | 0.13% | 157 |
|
|
2017
Q1 | $234K | Sell |
2,148
-6
| -0.3% | -$654 | 0.12% | 152 |
|
|
2016
Q4 | $231K | Buy |
+2,154
| New | +$231K | 0.14% | 143 |
|