FFSOTS
Fiduciary Financial Services of The Southwest’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $374K | Hold |
4,678
| – | – | 0.1% | 123 |
|
|
2019
Q3 | $419K | Hold |
4,678
| – | – | 0.11% | 118 |
|
|
2019
Q2 | $380K | Hold |
4,678
| – | – | 0.11% | 126 |
|
|
2019
Q1 | $366K | Hold |
4,678
| – | – | 0.11% | 127 |
|
|
2018
Q4 | $306K | Hold |
4,678
| – | – | 0.1% | 128 |
|
|
2018
Q3 | $301K | Hold |
4,678
| – | – | 0.08% | 134 |
|
|
2018
Q2 | $310K | Hold |
4,678
| – | – | 0.09% | 136 |
|
|
2018
Q1 | $290K | Hold |
4,678
| – | – | 0.09% | 136 |
|
|
2017
Q4 | $322K | Hold |
4,678
| – | – | 0.09% | 133 |
|
|
2017
Q3 | $315K | Hold |
4,678
| – | – | 0.09% | 132 |
|
|
2017
Q2 | $309K | Hold |
4,678
| – | – | 0.1% | 133 |
|
|
2017
Q1 | $291K | Hold |
4,678
| – | – | 0.09% | 130 |
|
|
2016
Q4 | $276K | Hold |
4,678
| – | – | 0.09% | 136 |
|
|
2016
Q3 | $302K | Hold |
4,678
| – | – | 0.1% | 132 |
|
|
2016
Q2 | $325K | Hold |
4,678
| – | – | 0.1% | 130 |
|
|
2016
Q1 | $291K | Hold |
4,678
| – | – | 0.1% | 126 |
|
|
2015
Q4 | $276K | Hold |
4,678
| – | – | 0.1% | 129 |
|
|
2015
Q3 | $270K | Hold |
4,678
| – | – | 0.09% | 134 |
|
|
2015
Q2 | $276K | Hold |
4,678
| – | – | 0.09% | 143 |
|
|
2015
Q1 | $318K | Hold |
4,678
| – | – | 0.09% | 139 |
|
|
2014
Q4 | $328K | Hold |
4,678
| – | – | 0.09% | 137 |
|
|
2014
Q3 | $298K | Hold |
4,678
| – | – | 0.08% | 145 |
|
|
2014
Q2 | $301K | Hold |
4,678
| – | – | 0.08% | 144 |
|
|
2014
Q1 | $281K | Hold |
4,678
| – | – | 0.08% | 142 |
|
|
2013
Q4 | $287K | Hold |
4,678
| – | – | 0.09% | 140 |
|
|
2013
Q3 | $303K | Buy |
+4,678
| New | +$303K | 0.1% | 134 |
|