CWA
Cypress Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,380
| Closed | -$210K | – | 180 |
|
|
2017
Q1 | $210K | Sell |
3,380
-2,494
| -42% | -$155K | 0.1% | 194 |
|
|
2016
Q4 | $347K | Hold |
5,874
| – | – | 0.16% | 119 |
|
|
2016
Q3 | $379K | Hold |
5,874
| – | – | 0.17% | 118 |
|
|
2016
Q2 | $408K | Hold |
5,874
| – | – | 0.2% | 106 |
|
|
2016
Q1 | $366K | Buy |
5,874
+1,000
| +21% | +$62.3K | 0.17% | 117 |
|
|
2015
Q4 | $288K | Hold |
4,874
| – | – | 0.15% | 131 |
|
|
2015
Q3 | $282K | Buy |
+4,874
| New | +$282K | 0.15% | 134 |
|