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 |
|