FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-64
| Closed | -$5K | – | 1299 |
|
|
2021
Q4 | $5K | Buy |
64
+1
| +2% | +$78 | ﹤0.01% | 1026 |
|
|
2021
Q3 | $5K | Buy |
63
+1
| +2% | +$79 | ﹤0.01% | 1025 |
|
|
2021
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 1044 |
|
|
2020
Q1 | – | Sell |
-487
| Closed | -$38K | – | 1185 |
|
|
2019
Q4 | $38K | Buy |
487
+6
| +1% | +$468 | 0.02% | 493 |
|
|
2019
Q3 | $42K | Buy |
481
+5
| +1% | +$437 | 0.01% | 464 |
|
|
2019
Q2 | $38K | Buy |
476
+6
| +1% | +$479 | 0.02% | 465 |
|
|
2019
Q1 | $36K | Buy |
470
+7
| +2% | +$536 | 0.02% | 452 |
|
|
2018
Q4 | $30K | Buy |
+463
| New | +$30K | 0.01% | 483 |
|