Gideon Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $817K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $280K | Buy |
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|
2018
Q1 | $239K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $650K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $721K | Buy |
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