JWM
Jacobus Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.03M | Hold |
15,245
| – | – | 0.27% | 67 |
|
|
2017
Q2 | $1.01M | Hold |
15,245
| – | – | 0.27% | 70 |
|
|
2017
Q1 | $949K | Hold |
15,245
| – | – | 0.27% | 70 |
|
|
2016
Q4 | $901K | Hold |
15,245
| – | – | 0.26% | 71 |
|
|
2016
Q3 | $984K | Hold |
15,245
| – | – | 0.29% | 68 |
|
|
2016
Q2 | $1.06M | Hold |
15,245
| – | – | 0.32% | 65 |
|
|
2016
Q1 | $949K | Hold |
15,245
| – | – | 0.28% | 77 |
|
|
2015
Q4 | $899K | Hold |
15,245
| – | – | 0.26% | 78 |
|
|
2015
Q3 | $881K | Hold |
15,245
| – | – | 0.26% | 76 |
|
|
2015
Q2 | $899K | Hold |
15,245
| – | – | 0.22% | 83 |
|
|
2015
Q1 | $1.04M | Hold |
15,245
| – | – | 0.27% | 73 |
|
|
2014
Q4 | $1.07M | Hold |
15,245
| – | – | 0.28% | 72 |
|
|
2014
Q3 | $972K | Hold |
15,245
| – | – | 0.27% | 79 |
|
|
2014
Q2 | $982K | Hold |
15,245
| – | – | 0.25% | 86 |
|
|
2014
Q1 | $916K | Buy |
15,245
+1,055
| +7% | +$63.4K | 0.22% | 86 |
|
|
2013
Q4 | $871K | Hold |
14,190
| – | – | 0.25% | 85 |
|
|
2013
Q3 | $918K | Hold |
14,190
| – | – | 0.32% | 61 |
|
|
2013
Q2 | $939K | Buy |
+14,190
| New | +$939K | 0.34% | 57 |
|