Clearwater Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,464
| Closed | -$200K | – | 162 |
|
|
2022
Q2 | $200K | Buy |
+2,464
| New | +$200K | 0.03% | 143 |
|
|
2020
Q1 | – | Sell |
-2,606
| Closed | -$204K | – | 166 |
|
|
2019
Q4 | $204K | Hold |
2,606
| – | – | 0.03% | 168 |
|
|
2019
Q3 | $228K | Hold |
2,606
| – | – | 0.04% | 171 |
|
|
2019
Q2 | $207K | Hold |
2,606
| – | – | 0.04% | 180 |
|
|
2019
Q1 | $200K | Buy |
+2,606
| New | +$200K | 0.04% | 189 |
|
|
2018
Q2 | – | Sell |
-2,422
| Closed | -$147K | – | 566 |
|
|
2018
Q1 | $147K | Buy |
+2,422
| New | +$147K | 0.03% | 201 |
|