Capital Management Associates (New York)’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
Q2
Sell
-7,147
Closed -$407K 85
2020
Q1
$407K Buy
+7,147
New +$407K 0.74% 54
2018
Q1
Sell
-7,147
Closed -$482K 132
2017
Q4
$482K Hold
7,147
0.69% 69
2017
Q3
$472K Hold
7,147
0.67% 71
2017
Q2
$462K Hold
7,147
0.7% 71
2017
Q1
$436K Hold
7,147
0.65% 73
2016
Q4
$414K Hold
7,147
0.65% 73
2016
Q3
$452K Hold
7,147
0.71% 66
2016
Q2
$486K Hold
7,147
0.83% 50
2016
Q1
$436K Hold
7,147
0.79% 58
2015
Q4
$413K Hold
7,147
0.6% 74
2015
Q3
$405K Hold
7,147
0.62% 70
2015
Q2
$413K Hold
7,147
0.54% 88
2015
Q1
$476K Hold
7,147
0.63% 68
2014
Q4
$491K Hold
7,147
0.72% 64
2014
Q3
$446K Hold
7,147
0.67% 67
2014
Q2
$451K Hold
7,147
0.66% 72
2014
Q1
$420K Hold
7,147
0.61% 88
2013
Q4
$429K Hold
7,147
0.63% 78
2013
Q3
$453K Hold
7,147
0.69% 70
2013
Q2
$463K Buy
+7,147
New +$463K 0.76% 56