Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.03M | Hold |
|
|||||
|
2017
Q2 | $1.01M | Hold |
|
|||||
|
2017
Q1 | $949K | Hold |
|
|||||
|
2016
Q4 | $901K | Hold |
|
|||||
|
2016
Q3 | $984K | Hold |
|
|||||
|
2016
Q2 | $1.06M | Hold |
|
|||||
|
2016
Q1 | $949K | Hold |
|
|||||
|
2015
Q4 | $899K | Hold |
|
|||||
|
2015
Q3 | $881K | Hold |
|
|||||
|
2015
Q2 | $899K | Hold |
|
|||||
|
2015
Q1 | $1.04M | Hold |
|
|||||
|
2014
Q4 | $1.07M | Hold |
|
|||||
|
2014
Q3 | $972K | Hold |
|
|||||
|
2014
Q2 | $982K | Hold |
|
|||||
|
2014
Q1 | $916K | Buy |
|
|||||
|
2013
Q4 | $871K | Hold |
|
|||||
|
2013
Q3 | $918K | Hold |
|
|||||
|
2013
Q2 | $939K | Buy |
|