AIS
Accurate Investment Solutions’s W.P. Carey WPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-825
| Closed | -$48K | – | 404 |
|
2020
Q1 | $48K | Hold |
825
| – | – | 0.04% | 200 |
|
2019
Q4 | $66K | Hold |
825
| – | – | 0.04% | 163 |
|
2019
Q3 | $74K | Hold |
825
| – | – | 0.05% | 105 |
|
2019
Q2 | $67K | Hold |
825
| – | – | 0.05% | 103 |
|
2019
Q1 | $65K | Hold |
825
| – | – | 0.05% | 106 |
|
2018
Q4 | $54K | Hold |
825
| – | – | 0.05% | 109 |
|
2018
Q3 | $53K | Hold |
825
| – | – | 0.04% | 126 |
|
2018
Q2 | $55K | Hold |
825
| – | – | 0.04% | 140 |
|
2018
Q1 | $51K | Hold |
825
| – | – | 0.04% | 141 |
|
2017
Q4 | $57K | Hold |
825
| – | – | 0.04% | 127 |
|
2017
Q3 | $56K | Hold |
825
| – | – | 0.04% | 133 |
|
2017
Q2 | $54K | Hold |
825
| – | – | 0.04% | 126 |
|
2017
Q1 | $51K | Hold |
825
| – | – | 0.04% | 115 |
|
2016
Q4 | $49K | Hold |
825
| – | – | 0.04% | 120 |
|
2016
Q3 | $53K | Hold |
825
| – | – | 0.05% | 113 |
|
2016
Q2 | $57K | Hold |
825
| – | – | 0.06% | 99 |
|
2016
Q1 | $51K | Hold |
825
| – | – | 0.05% | 151 |
|
2015
Q4 | $49K | Buy |
+825
| New | +$49K | 0.04% | 113 |
|