Fiduciary Financial Services of The Southwest’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $374K | Hold |
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2019
Q3 | $419K | Hold |
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2019
Q2 | $380K | Hold |
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2019
Q1 | $366K | Hold |
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2018
Q4 | $306K | Hold |
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2018
Q3 | $301K | Hold |
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2018
Q2 | $310K | Hold |
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2018
Q1 | $290K | Hold |
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2017
Q4 | $322K | Hold |
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2017
Q3 | $315K | Hold |
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2017
Q2 | $309K | Hold |
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2017
Q1 | $291K | Hold |
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2016
Q4 | $276K | Hold |
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2016
Q3 | $302K | Hold |
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2016
Q2 | $325K | Hold |
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2016
Q1 | $291K | Hold |
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2015
Q4 | $276K | Hold |
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2015
Q3 | $270K | Hold |
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2015
Q2 | $276K | Hold |
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2015
Q1 | $318K | Hold |
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2014
Q4 | $328K | Hold |
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2014
Q3 | $298K | Hold |
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2014
Q2 | $301K | Hold |
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2014
Q1 | $281K | Hold |
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2013
Q4 | $287K | Hold |
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2013
Q3 | $303K | Buy |
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