DC Investments Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,025
| Closed | -$320K | – | 352 |
|
|
2019
Q2 | $320K | Sell |
4,025
-4,241
| -51% | -$337K | 0.18% | 227 |
|
|
2019
Q1 | $634K | Hold |
8,266
| – | – | 0.4% | 83 |
|
|
2018
Q4 | $529K | Sell |
8,266
-125
| -1% | -$8K | 0.43% | 106 |
|
|
2018
Q3 | $528K | Sell |
8,391
-241
| -3% | -$15.2K | 0.36% | 141 |
|
|
2018
Q2 | $561K | Buy |
+8,632
| New | +$561K | 0.36% | 104 |
|