Essex Financial Services’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
Q3 | – | Sell |
-3,662
| Closed | -$237K | – | 356 |
|
|
2017
Q2 | $237K | Sell |
3,662
-51
| -1% | -$3.3K | 0.05% | 308 |
|
|
2017
Q1 | $226K | Hold |
3,713
| – | – | 0.05% | 289 |
|
|
2016
Q4 | $215K | Buy |
+3,713
| New | +$215K | 0.05% | 298 |
|
|
2015
Q2 | – | Sell |
-3,847
| Closed | -$256K | – | 344 |
|
|
2015
Q1 | $256K | Hold |
3,847
| – | – | 0.07% | 261 |
|
|
2014
Q4 | $264K | Buy |
3,847
+222
| +6% | +$15.2K | 0.07% | 252 |
|
|
2014
Q3 | $226K | Buy |
+3,625
| New | +$226K | 0.07% | 266 |
|