Hunter Associates 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,564
| Closed | -$376K | – | 162 |
|
|
2017
Q4 | $376K | Hold |
5,564
| – | – | 0.14% | 116 |
|
|
2017
Q3 | $367K | Hold |
5,564
| – | – | 0.14% | 113 |
|
|
2017
Q2 | $360K | Sell |
5,564
-103
| -2% | -$6.66K | 0.15% | 116 |
|
|
2017
Q1 | $345K | Buy |
5,667
+511
| +10% | +$31.1K | 0.15% | 124 |
|
|
2016
Q4 | $298K | Buy |
5,156
+408
| +9% | +$23.6K | 0.13% | 128 |
|
|
2016
Q3 | $300K | Buy |
4,748
+1,328
| +39% | +$83.9K | 0.13% | 125 |
|
|
2016
Q2 | $233K | Buy |
+3,420
| New | +$233K | 0.1% | 135 |
|