FDS
Freedom Day Solutions’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,479
| Closed | -$1.13M | – | 92 |
|
|
2020
Q1 | $1.13M | Buy |
19,479
+1,390
| +8% | +$80.7K | 0.96% | 52 |
|
|
2019
Q4 | $1.45M | Buy |
18,089
+546
| +3% | +$43.7K | 0.97% | 55 |
|
|
2019
Q3 | $1.57M | Buy |
17,543
+2,328
| +15% | +$208K | 1.14% | 44 |
|
|
2019
Q2 | $1.24M | Buy |
15,215
+2,354
| +18% | +$191K | 0.94% | 54 |
|
|
2019
Q1 | $1.01M | Buy |
12,861
+617
| +5% | +$48.3K | 0.83% | 53 |
|
|
2018
Q4 | $800K | Buy |
12,244
+1,098
| +10% | +$71.7K | 0.84% | 52 |
|
|
2018
Q3 | $717K | Buy |
11,146
+654
| +6% | +$42.1K | 0.57% | 66 |
|
|
2018
Q2 | $696K | Buy |
10,492
+504
| +5% | +$33.4K | 0.57% | 66 |
|
|
2018
Q1 | $619K | Buy |
9,988
+708
| +8% | +$43.9K | 0.54% | 63 |
|
|
2017
Q4 | $639K | Buy |
+9,280
| New | +$639K | 0.54% | 63 |
|