Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $316K | Hold |
5,180
| – | – | 0.11% | 179 |
|
|
2016
Q4 | $300K | Hold |
5,180
| – | – | 0.11% | 171 |
|
|
2016
Q3 | $327K | Buy |
5,180
+483
| +10% | +$30.5K | 0.12% | 161 |
|
|
2016
Q2 | $319K | Buy |
4,697
+307
| +7% | +$20.9K | 0.12% | 158 |
|
|
2016
Q1 | $268K | Hold |
4,390
| – | – | 0.11% | 149 |
|
|
2015
Q4 | $254K | Hold |
4,390
| – | – | 0.11% | 150 |
|
|
2015
Q3 | $249K | Hold |
4,390
| – | – | 0.11% | 155 |
|
|
2015
Q2 | $253K | Hold |
4,390
| – | – | 0.1% | 159 |
|
|
2015
Q1 | $292K | Buy |
+4,390
| New | +$292K | 0.12% | 137 |
|