EWM
Elite Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-600
| Closed | -$38K | – | 498 |
|
|
2014
Q3 | $38K | Hold |
600
| – | – | 0.03% | 126 |
|
|
2014
Q2 | $39K | Hold |
600
| – | – | 0.04% | 123 |
|
|
2014
Q1 | $36K | Hold |
600
| – | – | 0.03% | 142 |
|
|
2013
Q4 | $37K | Hold |
600
| – | – | 0.03% | 195 |
|
|
2013
Q3 | $39K | Hold |
600
| – | – | 0.03% | 186 |
|
|
2013
Q2 | $40K | Buy |
+600
| New | +$40K | 0.06% | 134 |
|