Blue Chip 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $318K | Buy |
4,977
+2
| +0% | +$128 | 0.25% | 77 |
|
|
2020
Q2 | $330K | Buy |
4,975
+1
| +0% | +$66 | 0.31% | 71 |
|
|
2020
Q1 | $283K | Sell |
4,974
-202
| -4% | -$11.5K | 0.35% | 66 |
|
|
2019
Q4 | $406K | Buy |
5,176
+1
| +0% | +$78 | 0.38% | 64 |
|
|
2019
Q3 | $454K | Buy |
5,175
+1
| +0% | +$88 | 0.47% | 56 |
|
|
2019
Q2 | $411K | Buy |
5,174
+2
| +0% | +$159 | 0.43% | 56 |
|
|
2019
Q1 | $397K | Buy |
5,172
+138
| +3% | +$10.6K | 0.45% | 59 |
|
|
2018
Q4 | $322K | Buy |
5,034
+256
| +5% | +$16.4K | 0.42% | 62 |
|
|
2018
Q3 | $301K | Sell |
4,778
-307
| -6% | -$19.3K | 0.3% | 79 |
|
|
2018
Q2 | $330K | Buy |
5,085
+103
| +2% | +$6.68K | 0.36% | 74 |
|
|
2018
Q1 | $303K | Buy |
+4,982
| New | +$303K | 0.31% | 73 |
|