Ironwood Financial’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-982
| Closed | -$70K | – | 547 |
|
|
2021
Q3 | $70K | Hold |
982
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $72K | Hold |
982
| – | – | 0.02% | 165 |
|
|
2021
Q1 | $68K | Hold |
982
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $68K | Hold |
982
| – | – | 0.03% | 149 |
|
|
2020
Q3 | $63K | Hold |
982
| – | – | 0.03% | 106 |
|
|
2020
Q2 | $65K | Hold |
982
| – | – | 0.04% | 97 |
|
|
2020
Q1 | $56K | Hold |
982
| – | – | 0.04% | 79 |
|
|
2019
Q4 | $77K | Hold |
982
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $86K | Hold |
982
| – | – | 0.04% | 84 |
|
|
2019
Q2 | $78K | Hold |
982
| – | – | 0.04% | 87 |
|
|
2019
Q1 | $75K | Hold |
982
| – | – | 0.04% | 88 |
|
|
2018
Q4 | $63K | Buy |
+982
| New | +$63K | 0.04% | 89 |
|