Advisor Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.06M | Sell |
64,503
-6,758
| -9% | -$530K | 0.04% | 418 |
|
|
2019
Q3 | $6.25M | Buy |
71,261
+2,194
| +3% | +$192K | 0.05% | 343 |
|
|
2019
Q2 | $5.5M | Sell |
69,067
-5,340
| -7% | -$425K | 0.04% | 361 |
|
|
2019
Q1 | $5.71M | Buy |
74,407
+2,266
| +3% | +$174K | 0.05% | 339 |
|
|
2018
Q4 | $4.62M | Buy |
72,141
+34,442
| +91% | +$2.21M | 0.05% | 333 |
|
|
2018
Q3 | $2.38M | Buy |
37,699
+19,938
| +112% | +$1.26M | 0.02% | 576 |
|
|
2018
Q2 | $1.16M | Buy |
17,761
+126
| +0.7% | +$8.19K | 0.02% | 792 |
|
|
2018
Q1 | $1.07M | Sell |
17,635
-359
| -2% | -$21.8K | 0.01% | 820 |
|
|
2017
Q4 | $1.22M | Sell |
17,994
-309
| -2% | -$20.9K | 0.02% | 778 |
|
|
2017
Q3 | $1.21M | Sell |
18,303
-1,313
| -7% | -$86.7K | 0.02% | 710 |
|
|
2017
Q2 | $1.27M | Sell |
19,616
-4,712
| -19% | -$305K | 0.02% | 641 |
|
|
2017
Q1 | $1.48M | Buy |
24,328
+7,430
| +44% | +$453K | 0.03% | 550 |
|
|
2016
Q4 | $977K | Buy |
16,898
+7,159
| +74% | +$414K | 0.02% | 670 |
|
|
2016
Q3 | $616K | Buy |
9,739
+445
| +5% | +$28.1K | 0.01% | 863 |
|
|
2016
Q2 | $629K | Buy |
+9,294
| New | +$629K | 0.02% | 806 |
|