CAG
Csenge Advisory Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,286
| Closed | -$227K | – | 525 |
|
|
2020
Q4 | $227K | Sell |
3,286
-268
| -8% | -$18.5K | 0.03% | 390 |
|
|
2020
Q3 | $235K | Buy |
+3,554
| New | +$235K | 0.03% | 346 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 1503 |
|
|
2018
Q3 | $0 | Sell |
9
-4,105
| -100% | – | ﹤0.01% | 1671 |
|
|
2018
Q2 | $270K | Sell |
4,114
-745
| -15% | -$48.9K | 0.1% | 194 |
|
|
2018
Q1 | $295K | Buy |
4,859
+1,153
| +31% | +$70K | 0.1% | 198 |
|
|
2017
Q4 | $250K | Buy |
3,706
+204
| +6% | +$13.8K | 0.09% | 203 |
|
|
2017
Q3 | $231K | Buy |
+3,502
| New | +$231K | 0.09% | 215 |
|