Ancora Family Wealth 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
2016
Q3
$1.5M Sell
23,803
-4,295
-15% -$271K 0.51% 61
2016
Q2
$1.91M Buy
28,098
+296
+1% +$20.1K 0.72% 41
2016
Q1
$1.7M Buy
27,802
+1,054
+4% +$64.3K 0.69% 47
2015
Q4
$1.55M Buy
26,748
+1,471
+6% +$85K 0.66% 48
2015
Q3
$1.43M Buy
+25,277
New +$1.43M 0.6% 54