Cobblestone 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
2020
Q1
Sell
-2,715
Closed -$213K 276
2019
Q4
$213K Hold
2,715
0.02% 245
2019
Q3
$238K Hold
2,715
0.02% 215
2019
Q2
$216K Hold
2,715
0.02% 228
2019
Q1
$208K Buy
+2,715
New +$208K 0.02% 234