EWM
Evercore Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-800
| Closed | -$55K | – | 804 |
|
|
2017
Q4 | $55K | Hold |
800
| – | – | ﹤0.01% | 568 |
|
|
2017
Q3 | $54K | Hold |
800
| – | – | ﹤0.01% | 566 |
|
|
2017
Q2 | $53K | Sell |
800
-100
| -11% | -$6.63K | ﹤0.01% | 566 |
|
|
2017
Q1 | $56K | Sell |
900
-100
| -10% | -$6.22K | ﹤0.01% | 579 |
|
|
2016
Q4 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 571 |
|
|
2016
Q3 | $65K | Hold |
1,000
| – | – | ﹤0.01% | 554 |
|
|
2016
Q2 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $62K | Sell |
1,000
-217
| -18% | -$13.5K | ﹤0.01% | 529 |
|
|
2015
Q4 | $72K | Sell |
1,217
-83
| -6% | -$4.91K | ﹤0.01% | 530 |
|
|
2015
Q3 | $75K | Hold |
1,300
| – | – | ﹤0.01% | 532 |
|
|
2015
Q2 | $77K | Hold |
1,300
| – | – | ﹤0.01% | 564 |
|
|
2015
Q1 | $88K | Hold |
1,300
| – | – | ﹤0.01% | 548 |
|
|
2014
Q4 | $91K | Sell |
1,300
-300
| -19% | -$21K | ﹤0.01% | 480 |
|
|
2014
Q3 | $102K | Hold |
1,600
| – | – | 0.01% | 512 |
|
|
2014
Q2 | $103K | Hold |
1,600
| – | – | 0.01% | 504 |
|
|
2014
Q1 | $96K | Hold |
1,600
| – | – | 0.01% | 491 |
|
|
2013
Q4 | $98K | Sell |
1,600
-6,350
| -80% | -$389K | 0.01% | 461 |
|
|
2013
Q3 | $514K | Hold |
7,950
| – | – | 0.03% | 273 |
|
|
2013
Q2 | $526K | Buy |
+7,950
| New | +$526K | 0.03% | 273 |
|