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55I LLC’s W.P. Carey WPC Stock Holding History

55I LLC’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,299
Closed -$268K – 135
2019
Q2 		$268K Hold
3,299
– – 0.15% 96
2019
Q1 		$258K Sell
3,299
-2,796
-46% -$219K 0.2% 70
2018
Q4 		$398K Buy
+6,095
New +$398K 0.4% 38