Bay Harbor Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-759
| Closed | -$52K | – | 432 |
|
|
2020
Q4 | $52K | Hold |
759
| – | – | 0.02% | 157 |
|
|
2020
Q3 | $48K | Hold |
759
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $50K | Hold |
759
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $43K | Hold |
759
| – | – | 0.03% | 143 |
|
|
2019
Q4 | $59K | Hold |
759
| – | – | 0.03% | 139 |
|
|
2019
Q3 | $68K | Hold |
759
| – | – | 0.04% | 132 |
|
|
2019
Q2 | $60K | Hold |
759
| – | – | 0.04% | 143 |
|
|
2019
Q1 | $58K | Hold |
759
| – | – | 0.04% | 147 |
|
|
2018
Q4 | $49K | Buy |
+759
| New | +$49K | 0.04% | 154 |
|