1919 Investment Counsel’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $81K | Hold |
1,286
| – | – | ﹤0.01% | 647 |
|
|
2014
Q2 | $82K | Hold |
1,286
| – | – | ﹤0.01% | 642 |
|
|
2014
Q1 | $76K | Hold |
1,286
| – | – | ﹤0.01% | 639 |
|
|
2013
Q4 | $78K | Hold |
1,286
| – | – | ﹤0.01% | 633 |
|
|
2013
Q3 | $82K | Sell |
1,286
-368
| -22% | -$23.5K | ﹤0.01% | 624 |
|
|
2013
Q2 | $108K | Buy |
+1,654
| New | +$108K | ﹤0.01% | 578 |
|