Allegis Investment Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $726K | Sell |
11,957
-1,046
| -8% | -$63.5K | 0.22% | 93 |
|
|
2017
Q4 | $878K | Sell |
13,003
-21,108
| -62% | -$1.43M | 0.26% | 101 |
|
|
2017
Q3 | $2.25M | Buy |
34,111
+1,680
| +5% | +$111K | 0.53% | 53 |
|
|
2017
Q2 | $2.1M | Buy |
32,431
+1,550
| +5% | +$100K | 0.53% | 54 |
|
|
2017
Q1 | $1.88M | Buy |
30,881
+6,321
| +26% | +$385K | 0.49% | 60 |
|
|
2016
Q4 | $1.42M | Buy |
24,560
+6,038
| +33% | +$349K | 0.45% | 70 |
|
|
2016
Q3 | $1.17M | Buy |
18,522
+4,468
| +32% | +$282K | 0.45% | 83 |
|
|
2016
Q2 | $950K | Buy |
14,054
+3,773
| +37% | +$255K | 0.48% | 74 |
|
|
2016
Q1 | $627K | Buy |
10,281
+4,111
| +67% | +$251K | 0.36% | 99 |
|
|
2015
Q4 | $357K | Buy |
+6,170
| New | +$357K | 0.2% | 131 |
|