Anchor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-39,457
| Closed | -$2.28M | – | 293 |
|
|
2015
Q2 | $2.28M | Sell |
39,457
-3,961
| -9% | -$229K | 0.05% | 144 |
|
|
2015
Q1 | $2.89M | Sell |
43,418
-1,382
| -3% | -$92.1K | 0.06% | 137 |
|
|
2014
Q4 | $3.08M | Sell |
44,800
-2,415
| -5% | -$166K | 0.06% | 141 |
|
|
2014
Q3 | $2.95M | Sell |
47,215
-14
| -0% | -$874 | 0.06% | 141 |
|
|
2014
Q2 | $2.98M | Sell |
47,229
-24,350
| -34% | -$1.54M | 0.06% | 141 |
|
|
2014
Q1 | $4.21M | Buy |
71,579
+773
| +1% | +$45.5K | 0.08% | 132 |
|
|
2013
Q4 | $4.26M | Buy |
70,806
+7,844
| +12% | +$471K | 0.08% | 127 |
|
|
2013
Q3 | $3.99M | Sell |
62,962
-2,356
| -4% | -$149K | 0.09% | 125 |
|
|
2013
Q2 | $4.23M | Buy |
+65,318
| New | +$4.23M | 0.09% | 118 |
|