D'Orazio & Associates’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-263
| Closed | -$19K | – | 715 |
|
|
2021
Q3 | $19K | Buy |
263
+2
| +0.8% | +$144 | ﹤0.01% | 411 |
|
|
2021
Q2 | $19K | Sell |
261
-71
| -21% | -$5.17K | ﹤0.01% | 260 |
|
|
2021
Q1 | $23K | Buy |
+332
| New | +$23K | 0.01% | 228 |
|
|
2018
Q1 | – | Sell |
-51
| Closed | -$3K | – | 352 |
|
|
2017
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 289 |
|
|
2017
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 246 |
|
|
2017
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 286 |
|