Friedberg Investment Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,000
| Closed | -$982K | – | 92 |
|
|
2015
Q4 | $982K | Buy |
17,000
+72
| +0.4% | +$4.16K | 0.48% | 65 |
|
|
2015
Q3 | $958K | Sell |
16,928
-378
| -2% | -$21.4K | 0.46% | 62 |
|
|
2015
Q2 | $999K | Hold |
17,306
| – | – | 0.38% | 77 |
|
|
2015
Q1 | $1.15M | Sell |
17,306
-296
| -2% | -$19.7K | 0.42% | 68 |
|
|
2014
Q4 | $1.21M | Buy |
17,602
+4,523
| +35% | +$310K | 0.47% | 66 |
|
|
2014
Q3 | $816K | Buy |
+13,079
| New | +$816K | 0.31% | 79 |
|