Edge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-452
| Closed | -$26K | – | 530 |
|
|
2016
Q4 | $26K | Hold |
452
| – | – | 0.01% | 243 |
|
|
2016
Q3 | $29K | Sell |
452
-12
| -3% | -$770 | 0.01% | 231 |
|
|
2016
Q2 | $31K | Buy |
464
+453
| +4,118% | +$30.3K | 0.01% | 209 |
|
|
2016
Q1 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 429 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 443 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 446 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 416 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 430 |
|