Gupta Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $325K | Sell |
5,331
-3,696
| -41% | -$225K | 0.08% | 183 |
|
|
2015
Q4 | $522K | Hold |
9,027
| – | – | 0.13% | 141 |
|
|
2015
Q3 | $511K | Hold |
9,027
| – | – | 0.12% | 138 |
|
|
2015
Q2 | $521K | Sell |
9,027
-898
| -9% | -$51.8K | 0.13% | 144 |
|
|
2015
Q1 | $661K | Buy |
+9,925
| New | +$661K | 0.19% | 105 |
|