Gary Goldberg Planning Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $122K | Hold |
1,781
| – | – | 0.05% | 134 |
|
|
2014
Q3 | $111K | Hold |
1,781
| – | – | 0.05% | 144 |
|
|
2014
Q2 | $112K | Hold |
1,781
| – | – | 0.05% | 147 |
|
|
2014
Q1 | $105K | Hold |
1,781
| – | – | 0.05% | 147 |
|
|
2013
Q4 | $107K | Hold |
1,781
| – | – | 0.06% | 127 |
|
|
2013
Q3 | $113K | Hold |
1,781
| – | – | 0.07% | 122 |
|
|
2013
Q2 | $115K | Buy |
+1,781
| New | +$115K | 0.07% | 105 |
|