Benson Investment Management Company’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-33,800
| Closed | -$2.2M | – | 76 |
|
|
2018
Q2 | $2.2M | Hold |
33,800
| – | – | 1.73% | 39 |
|
|
2018
Q1 | $2.05M | Hold |
33,800
| – | – | 1.66% | 38 |
|
|
2017
Q4 | $2.28M | Buy |
33,800
+1,608
| +5% | +$109K | 1.7% | 41 |
|
|
2017
Q3 | $2.13M | Buy |
32,192
+102
| +0.3% | +$6.73K | 1.75% | 36 |
|
|
2017
Q2 | $2.08M | Sell |
32,090
-128
| -0.4% | -$8.28K | 1.87% | 34 |
|
|
2017
Q1 | $1.96M | Buy |
32,218
+296
| +0.9% | +$18K | 1.93% | 35 |
|
|
2016
Q4 | $1.85M | Buy |
+31,922
| New | +$1.85M | 1.83% | 37 |
|