DMKJ
David M. Knott Jr’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$465K | – | 149 |
|
|
2023
Q1 | $465K | Hold |
6,000
| – | – | 0.18% | 55 |
|
|
2022
Q4 | $469K | Sell |
6,000
-6,000
| -50% | -$469K | 0.18% | 59 |
|
|
2022
Q3 | $838K | Hold |
12,000
| – | – | 0.35% | 48 |
|
|
2022
Q2 | $994K | Hold |
12,000
| – | – | 0.42% | 48 |
|
|
2022
Q1 | $970K | Buy |
12,000
+6,000
| +100% | +$485K | 0.31% | 56 |
|
|
2021
Q4 | $492K | Buy |
+6,000
| New | +$492K | 0.17% | 71 |
|