DMK
David M. Knott’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $438K | Hold |
6,000
| – | – | 0.16% | 76 |
|
|
2021
Q2 | $448K | Hold |
6,000
| – | – | 0.16% | 78 |
|
|
2021
Q1 | $425K | Hold |
6,000
| – | – | 0.18% | 70 |
|
|
2020
Q4 | $423K | Hold |
6,000
| – | – | 0.19% | 61 |
|
|
2020
Q3 | $391K | Hold |
6,000
| – | – | 0.23% | 54 |
|
|
2020
Q2 | $406K | Hold |
6,000
| – | – | 0.22% | 52 |
|
|
2020
Q1 | $348K | Hold |
6,000
| – | – | 0.22% | 56 |
|
|
2019
Q4 | $480K | Hold |
6,000
| – | – | 0.19% | 58 |
|
|
2019
Q3 | $537K | Hold |
6,000
| – | – | 0.23% | 59 |
|
|
2019
Q2 | $487K | Hold |
6,000
| – | – | 0.21% | 58 |
|
|
2019
Q1 | $470K | Hold |
6,000
| – | – | 0.19% | 60 |
|
|
2018
Q4 | $392K | Hold |
6,000
| – | – | 0.18% | 58 |
|
|
2018
Q3 | $386K | Hold |
6,000
| – | – | 0.13% | 68 |
|
|
2018
Q2 | $398K | Buy |
6,000
+5,400
| +900% | +$358K | 0.15% | 70 |
|
|
2018
Q1 | $372K | Sell |
600
-5,400
| -90% | -$3.35M | 0.15% | 70 |
|
|
2017
Q4 | $413K | Hold |
6,000
| – | – | 0.16% | 66 |
|
|
2017
Q3 | $404K | Buy |
+6,000
| New | +$404K | 0.17% | 63 |
|