Cordasco Financial Network’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
Q2 | $8K | Hold |
97
| – | – | 0.01% | 408 |
|
|
2022
Q1 | $8K | Hold |
97
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $8K | Hold |
97
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $7K | Hold |
97
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $7K | Hold |
97
| – | – | ﹤0.01% | 446 |
|
|
2021
Q1 | $7K | Hold |
97
| – | – | 0.01% | 426 |
|
|
2020
Q4 | $7K | Hold |
97
| – | – | 0.01% | 379 |
|
|
2020
Q3 | $6K | Hold |
97
| – | – | 0.01% | 390 |
|
|
2020
Q2 | $6K | Buy |
+97
| New | +$6K | 0.01% | 353 |
|
|
2020
Q1 | – | Sell |
-97
| Closed | -$8K | – | 509 |
|
|
2019
Q4 | $8K | Hold |
97
| – | – | 0.01% | 302 |
|
|
2019
Q3 | $9K | Buy |
+97
| New | +$9K | 0.01% | 305 |
|