Berman Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Buy |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Sell |
|
|||||
|
2020
Q4 | $6K | Buy |
|
|||||
|
2020
Q3 | $6K | Hold |
|
|||||
|
2020
Q2 | $6K | Sell |
|
|||||
|
2020
Q1 | $13K | Buy |
|
|||||
|
2019
Q4 | $16K | Hold |
|
|||||
|
2019
Q3 | $18K | Sell |
|
|||||
|
2019
Q2 | $24K | Buy |
|
|||||
|
2019
Q1 | $22K | Buy |
|
|||||
|
2018
Q4 | $6K | Buy |
|