FormulaFolio Investments’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
Q1 | – | Sell |
-3,901
| Closed | -$270K | – | 814 |
|
|
2020
Q4 | $270K | Buy |
+3,901
| New | +$270K | 0.01% | 550 |
|
|
2019
Q4 | – | Sell |
-3,543
| Closed | -$311K | – | 391 |
|
|
2019
Q3 | $311K | Sell |
3,543
-254
| -7% | -$22.3K | 0.01% | 278 |
|
|
2019
Q2 | $302K | Sell |
3,797
-435
| -10% | -$34.6K | 0.01% | 271 |
|
|
2019
Q1 | $325K | Buy |
+4,232
| New | +$325K | 0.01% | 254 |
|
|
2018
Q2 | – | Sell |
-7,173
| Closed | -$435K | – | 331 |
|
|
2018
Q1 | $435K | Buy |
+7,173
| New | +$435K | 0.03% | 186 |
|