DSN
D. Scott Neal’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,490
| Closed | -$206K | – | 64 |
|
|
2022
Q2 | $206K | Hold |
2,490
| – | – | 0.09% | 59 |
|
|
2022
Q1 | $201K | Hold |
2,490
| – | – | 0.08% | 64 |
|
|
2021
Q4 | $204K | Buy |
+2,490
| New | +$204K | 0.08% | 57 |
|
|
2019
Q4 | – | Sell |
-2,471
| Closed | -$221K | – | 43 |
|
|
2019
Q3 | $221K | Hold |
2,471
| – | – | 0.11% | 33 |
|
|
2019
Q2 | $201K | Buy |
+2,471
| New | +$201K | 0.11% | 30 |
|
|
2018
Q3 | – | Sell |
-2,471
| Closed | -$164K | – | 64 |
|
|
2018
Q2 | $164K | Hold |
2,471
| – | – | 0.09% | 41 |
|
|
2018
Q1 | $153K | Hold |
2,471
| – | – | 0.09% | 49 |
|
|
2017
Q4 | $170K | Hold |
2,471
| – | – | 0.1% | 46 |
|
|
2017
Q3 | $167K | Hold |
2,471
| – | – | 0.1% | 44 |
|
|
2017
Q2 | $163K | Buy |
2,471
+271
| +12% | +$17.9K | 0.11% | 48 |
|
|
2017
Q1 | $137K | Hold |
2,200
| – | – | 0.09% | 56 |
|
|
2016
Q4 | $130K | Hold |
2,200
| – | – | 0.09% | 51 |
|
|
2016
Q3 | $142K | Hold |
2,200
| – | – | 0.11% | 40 |
|
|
2016
Q2 | $153K | Hold |
2,200
| – | – | 0.14% | 37 |
|
|
2016
Q1 | $137K | Buy |
+2,200
| New | +$137K | 0.13% | 38 |
|