Elkfork Partners’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,117
| Closed | -$250K | – | 1032 |
|
|
2018
Q1 | $250K | Buy |
+4,117
| New | +$250K | 0.01% | 729 |
|
|
2017
Q3 | – | Sell |
-3,631
| Closed | -$235K | – | 1014 |
|
|
2017
Q2 | $235K | Sell |
3,631
-4,402
| -55% | -$285K | 0.01% | 647 |
|
|
2017
Q1 | $490K | Sell |
8,033
-801
| -9% | -$48.9K | 0.02% | 462 |
|
|
2016
Q4 | $511K | Buy |
+8,834
| New | +$511K | 0.02% | 407 |
|