FourThought Financial’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
Q3 | $115K | Hold |
1,685
| – | – | 0.02% | 409 |
|
|
2022
Q2 | $137K | Sell |
1,685
-382
| -18% | -$31.1K | 0.02% | 366 |
|
|
2022
Q1 | $164K | Sell |
2,067
-1,045
| -34% | -$82.9K | 0.02% | 368 |
|
|
2021
Q4 | $250K | Hold |
3,112
| – | – | 0.03% | 308 |
|
|
2021
Q3 | $222K | Hold |
3,112
| – | – | 0.03% | 325 |
|
|
2021
Q2 | $227K | Hold |
3,112
| – | – | 0.03% | 328 |
|
|
2021
Q1 | $215K | Sell |
3,112
-725
| -19% | -$50.1K | 0.03% | 340 |
|
|
2020
Q4 | $265K | Buy |
+3,837
| New | +$265K | 0.04% | 291 |
|