Aspire Private Capital’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-306
| Closed | -$20K | – | 541 |
|
|
2020
Q3 | $20K | Buy |
+306
| New | +$20K | 0.01% | 247 |
|
|
2020
Q1 | – | Hold |
0
| – | -$24K | – | 511 |
|
|
2019
Q4 | – | Hold |
0
| – | -$27K | – | 222 |
|
|
2019
Q3 | – | Sell |
-306
| Closed | -$24K | – | 209 |
|
|
2019
Q2 | $24K | Hold |
306
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $23K | Hold |
306
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $20K | Buy |
+306
| New | +$20K | 0.01% | 264 |
|