BBA
Braun-Bostich & Associates’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,721
| Closed | -$242K | – | 227 |
|
|
2020
Q3 | $242K | Hold |
3,721
| – | – | 0.24% | 71 |
|
|
2020
Q2 | $252K | Sell |
3,721
-930
| -20% | -$63K | 0.25% | 63 |
|
|
2020
Q1 | $255K | Hold |
4,651
| – | – | 0.32% | 63 |
|
|
2019
Q4 | $367K | Hold |
4,651
| – | – | 0.36% | 59 |
|
|
2019
Q3 | $416K | Hold |
4,651
| – | – | 0.48% | 41 |
|
|
2019
Q2 | $378K | Sell |
4,651
-651
| -12% | -$52.9K | 0.4% | 45 |
|
|
2019
Q1 | $415K | Sell |
5,302
-582
| -10% | -$45.6K | 0.43% | 59 |
|
|
2018
Q4 | $384K | Buy |
5,884
+4,754
| +421% | +$310K | 0.41% | 80 |
|
|
2018
Q3 | $73K | Buy |
+1,130
| New | +$73K | 0.07% | 159 |
|
|
2018
Q2 | – | Sell |
-1,130
| Closed | -$70K | – | 331 |
|
|
2018
Q1 | $70K | Hold |
1,130
| – | – | 0.06% | 153 |
|
|
2017
Q4 | $78K | Buy |
+1,130
| New | +$78K | 0.07% | 152 |
|