Enterprise Financial Services Corp (EFSC)’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-91
| Closed | -$7K | – | 1221 |
|
|
2021
Q2 | $7K | Sell |
91
-55
| -38% | -$4.03K | ﹤0.01% | 860 |
|
|
2021
Q1 | $10K | Buy |
146
+49
| +51% | +$3.29K | ﹤0.01% | 780 |
|
|
2020
Q4 | $7K | Buy |
97
+20
| +26% | +$1.34K | ﹤0.01% | 817 |
|
|
2020
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 862 |
|
|
2020
Q2 | $5K | Buy |
+77
| New | +$4.78K | ﹤0.01% | 864 |
|
|
2020
Q1 | – | Sell |
-88
| Closed | -$7K | – | 1365 |
|
|
2019
Q4 | $7K | Hold |
88
| – | – | ﹤0.01% | 804 |
|
|
2019
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 765 |
|
|
2019
Q2 | $7K | Buy |
88
+10
| +13% | +$792 | ﹤0.01% | 838 |
|
|
2019
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 874 |
|
|
2018
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 669 |
|
|
2018
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 752 |
|
|
2018
Q2 | $5K | Sell |
78
-1,225
| -94% | -$77.6K | ﹤0.01% | 739 |
|
|
2018
Q1 | $79K | Buy |
1,303
+78
| +6% | +$4.8K | 0.04% | 217 |
|
|
2017
Q4 | $83K | Hold |
1,225
| – | – | 0.04% | 220 |
|
|
2017
Q3 | $81K | Hold |
1,225
| – | – | 0.04% | 220 |
|
|
2017
Q2 | $79K | Hold |
1,225
| – | – | 0.04% | 226 |
|
|
2017
Q1 | $75K | Hold |
1,225
| – | – | 0.04% | 224 |
|
|
2016
Q4 | $71K | Sell |
1,225
-307
| -20% | -$18K | 0.04% | 226 |
|
|
2016
Q3 | $97K | Hold |
1,532
| – | – | 0.05% | 190 |
|
|
2016
Q2 | $104K | Hold |
1,532
| – | – | 0.06% | 176 |
|
|
2016
Q1 | $93K | Hold |
1,532
| – | – | 0.06% | 179 |
|
|
2015
Q4 | $89K | Buy |
+1,532
| New | +$91.9K | 0.05% | 179 |
|
Other funds holding WPC
AAMU
