CSat Investment Advisory’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-489
| Closed | -$31K | – | 971 |
|
|
2020
Q3 | $31K | Buy |
489
+43
| +10% | +$2.73K | ﹤0.01% | 758 |
|
|
2020
Q2 | $30K | Buy |
446
+24
| +6% | +$1.61K | ﹤0.01% | 746 |
|
|
2020
Q1 | $24K | Buy |
422
+25
| +6% | +$1.42K | 0.01% | 694 |
|
|
2019
Q4 | $31K | Buy |
397
+107
| +37% | +$8.36K | 0.01% | 685 |
|
|
2019
Q3 | $25K | Buy |
290
+25
| +9% | +$2.16K | 0.01% | 669 |
|
|
2019
Q2 | $21K | Buy |
+265
| New | +$21K | 0.01% | 681 |
|