Financial Engines 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,775
| Closed | -$636K | – | 313 |
|
|
2021
Q3 | $636K | Buy |
8,775
+571
| +7% | +$41.4K | ﹤0.01% | 148 |
|
|
2021
Q2 | $608K | Hold |
8,204
| – | – | ﹤0.01% | 127 |
|
|
2021
Q1 | $577K | Sell |
8,204
-6
| -0.1% | -$422 | ﹤0.01% | 153 |
|
|
2020
Q4 | $576K | Sell |
8,210
-300
| -4% | -$21K | ﹤0.01% | 153 |
|
|
2020
Q3 | $551K | Buy |
+8,510
| New | +$551K | ﹤0.01% | 153 |
|