CoreFirst Bank & Trust’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
Q1 | – | Sell |
-337
| Closed | -$27K | – | 421 |
|
|
2021
Q4 | $27K | Hold |
337
| – | – | 0.02% | 314 |
|
|
2021
Q3 | $24K | Hold |
337
| – | – | 0.02% | 332 |
|
|
2021
Q2 | $25K | Hold |
337
| – | – | 0.02% | 336 |
|
|
2021
Q1 | $23K | Hold |
337
| – | – | 0.02% | 338 |
|
|
2020
Q4 | $23K | Buy |
+337
| New | +$23K | 0.02% | 296 |
|