Boston Private Bank & Trust’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $170K | Sell |
2,553
-255
| -9% | -$17K | 0.01% | 415 |
|
|
2014
Q4 | $193K | Buy |
2,808
+255
| +10% | +$17.5K | 0.01% | 406 |
|
|
2014
Q3 | $159K | Hold |
2,553
| – | – | 0.01% | 423 |
|
|
2014
Q2 | $161K | Hold |
2,553
| – | – | 0.01% | 420 |
|
|
2014
Q1 | $150K | Hold |
2,553
| – | – | 0.01% | 432 |
|
|
2013
Q4 | $153K | Hold |
2,553
| – | – | 0.01% | 431 |
|
|
2013
Q3 | $162K | Hold |
2,553
| – | – | 0.01% | 400 |
|
|
2013
Q2 | $165K | Buy |
+2,553
| New | +$165K | 0.01% | 389 |
|