AP
Appleton Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,596
| Closed | -$288K | – | 291 |
|
|
2019
Q4 | $288K | Hold |
3,596
| – | – | 0.03% | 249 |
|
|
2019
Q3 | $322K | Hold |
3,596
| – | – | 0.04% | 227 |
|
|
2019
Q2 | $292K | Buy |
+3,596
| New | +$292K | 0.04% | 238 |
|
|
2014
Q3 | – | Sell |
-3,883
| Closed | -$250K | – | 193 |
|
|
2014
Q2 | $250K | Buy |
+3,883
| New | +$250K | 0.06% | 161 |
|