Independence Wealth 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
Q4 | $509K | Hold |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $440K | Sell |
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|
2019
Q4 | $755K | Buy |
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|
2019
Q3 | $844K | Buy |
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|
2019
Q2 | $765K | Buy |
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|
2019
Q1 | $738K | Buy |
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|
2018
Q4 | $615K | Buy |
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|
2018
Q3 | $565K | Hold |
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|
2018
Q2 | $583K | Hold |
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|
2018
Q1 | $545K | Hold |
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|
2017
Q4 | $606K | Buy |
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