FDx Advisors’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
Q3
Sell
-6,326
Closed -$411K 950
2018
Q2
$411K Sell
6,326
-969
-13% -$63K 0.01% 614
2018
Q1
$443K Buy
7,295
+712
+11% +$43.2K 0.01% 823
2017
Q4
$444K Sell
6,583
-2,868
-30% -$193K 0.01% 857
2017
Q3
$624K Sell
9,451
-5,006
-35% -$331K 0.02% 703
2017
Q2
$935K Sell
14,457
-40
-0.3% -$2.59K 0.03% 534
2017
Q1
$883K Sell
14,497
-828
-5% -$50.4K 0.03% 566
2016
Q4
$887K Buy
+15,325
New +$887K 0.03% 565