BAM
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Bruderman Asset Management’s W.P. Carey WPC Stock Holding History

Bruderman Asset Management’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,780
Closed -$213K – 576
2019
Q1 		$213K Sell
2,780
-699
-20% -$50.4K 0.05% 130
2018
Q4 		$223K Buy
3,479
+1,453
+72% +$94.6K 0.06% 118
2018
Q3 		$128K Hold
2,026
– – 0.03% 131
2018
Q2 		$132K Hold
2,026
– – 0.03% 134
2018
Q1 		$123K Buy
+2,026
New +$125K 0.03% 152
2017
Q3 		– Sell
-1,781
Closed -$115K – 322
2017
Q2 		$115K Buy
+1,781
New +$113K 0.03% 144
2017
Q1 		– Sell
-1,781
Closed -$103K – 321
2016
Q4 		$103K Hold
1,781
– – 0.03% 149
2016
Q3 		$113K Hold
1,781
– – 0.03% 151
2016
Q2 		$121K Hold
1,781
– – 0.04% 146
2016
Q1 		$109K Hold
1,781
– – 0.04% 144
2015
Q4 		$103K Hold
1,781
– – 0.04% 154
2015
Q3 		$101K Hold
1,781
– – 0.04% 149
2015
Q2 		$103K Hold
1,781
– – 0.04% 149
2015
Q1 		$119K Buy
+1,781
New +$122K 0.05% 139

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CIM
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