Investment Centers of America’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
Q4 | – | Sell |
-7,774
| Closed | -$515K | – | 508 |
|
|
2017
Q3 | $515K | Sell |
7,774
-728
| -9% | -$48.2K | 0.04% | 333 |
|
|
2017
Q2 | $551K | Sell |
8,502
-952
| -10% | -$61.7K | 0.04% | 339 |
|
|
2017
Q1 | $574K | Buy |
9,454
+1,669
| +21% | +$101K | 0.04% | 341 |
|
|
2016
Q4 | $452K | Buy |
7,785
+497
| +7% | +$28.9K | 0.04% | 355 |
|
|
2016
Q3 | $459K | Buy |
7,288
+1,850
| +34% | +$117K | 0.05% | 305 |
|
|
2016
Q2 | $372K | Buy |
5,438
+300
| +6% | +$20.5K | 0.04% | 314 |
|
|
2016
Q1 | $312K | Buy |
5,138
+655
| +15% | +$39.8K | 0.03% | 354 |
|
|
2015
Q4 | $262K | Buy |
+4,483
| New | +$262K | 0.03% | 357 |
|