Fiduciary Trust’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,648
| Closed | -$203K | – | 636 |
|
|
2022
Q4 | $203K | Buy |
+2,648
| New | +$203K | ﹤0.01% | 600 |
|
|
2022
Q3 | – | Sell |
-2,608
| Closed | -$212K | – | 641 |
|
|
2022
Q2 | $212K | Buy |
+2,608
| New | +$212K | ﹤0.01% | 596 |
|
|
2020
Q1 | – | Sell |
-2,608
| Closed | -$204K | – | 536 |
|
|
2019
Q4 | $204K | Buy |
2,608
+205
| +9% | +$16K | ﹤0.01% | 504 |
|
|
2019
Q3 | $211K | Buy |
+2,403
| New | +$211K | 0.01% | 495 |
|