Invictus RG’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
Q2 | – | Sell |
-506
| Closed | -$31K | – | 856 |
|
|
2017
Q1 | $31K | Sell |
506
-4,864
| -91% | -$298K | 0.02% | 572 |
|
|
2016
Q4 | $311K | Buy |
+5,370
| New | +$311K | 0.21% | 192 |
|
|
2016
Q3 | – | Sell |
-3,427
| Closed | -$233K | – | 813 |
|
|
2016
Q2 | $233K | Buy |
+3,427
| New | +$233K | 0.25% | 154 |
|