Blue Chip Partners’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 |
-1,854
| Closed | -$128K | – | 167 |
|
|
2020
Q4 | $128K | Buy |
1,854
+20
| +1% | +$1.38K | 0.02% | 134 |
|
|
2020
Q3 | $117K | Sell |
1,834
-2,803
| -60% | -$179K | 0.02% | 127 |
|
|
2020
Q2 | $307K | Sell |
4,637
-5,150
| -53% | -$341K | 0.06% | 80 |
|
|
2020
Q1 | $557K | Buy |
9,787
+4,643
| +90% | +$264K | 0.14% | 66 |
|
|
2019
Q4 | $403K | Buy |
5,144
+3,660
| +247% | +$287K | 0.08% | 101 |
|
|
2019
Q3 | $130K | Buy |
+1,484
| New | +$130K | 0.03% | 132 |
|