GCA
Gideon Capital Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,650
| Closed | -$372K | – | 216 |
|
|
2019
Q4 | $372K | Buy |
+4,650
| New | +$372K | 0.13% | 196 |
|
|
2019
Q3 | – | Sell |
-17,429
| Closed | -$1.42M | – | 415 |
|
|
2019
Q2 | $1.42M | Buy |
+17,429
| New | +$1.42M | 0.49% | 70 |
|
|
2019
Q1 | – | Sell |
-12,510
| Closed | -$817K | – | 530 |
|
|
2018
Q4 | $817K | Buy |
+12,510
| New | +$817K | 0.33% | 88 |
|
|
2018
Q3 | – | Sell |
-4,215
| Closed | -$280K | – | 510 |
|
|
2018
Q2 | $280K | Buy |
4,215
+360
| +9% | +$23.9K | 0.14% | 276 |
|
|
2018
Q1 | $239K | Buy |
+3,855
| New | +$239K | 0.15% | 288 |
|
|
2015
Q2 | – | Sell |
-9,557
| Closed | -$650K | – | 327 |
|
|
2015
Q1 | $650K | Buy |
+9,557
| New | +$650K | 0.26% | 127 |
|
|
2014
Q3 | – | Sell |
-11,197
| Closed | -$721K | – | 374 |
|
|
2014
Q2 | $721K | Buy |
+11,197
| New | +$721K | 0.26% | 124 |
|