Cascadia Advisory Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $276K | Buy |
3,863
+5
| +0.1% | +$357 | 0.06% | 213 |
|
|
2021
Q2 | $282K | Hold |
3,858
| – | – | 0.06% | 209 |
|
|
2021
Q1 | $267K | Buy |
+3,858
| New | +$267K | 0.06% | 204 |
|
|
2020
Q3 | $356K | Sell |
5,581
-653
| -10% | -$41.7K | 0.1% | 170 |
|
|
2020
Q2 | $413K | Buy |
+6,234
| New | +$413K | 0.13% | 127 |
|
|
2019
Q4 | $487K | Buy |
+6,212
| New | +$487K | 0.14% | 139 |
|