JOYN Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $221K | Buy |
+3,884
| New | +$221K | 0.07% | 91 |
|
|
2019
Q3 | – | Sell |
-3,884
| Closed | -$317K | – | 134 |
|
|
2019
Q2 | $317K | Buy |
+3,884
| New | +$317K | 0.07% | 80 |
|
|
2019
Q1 | – | Sell |
-1,346
| Closed | -$86K | – | 1422 |
|
|
2018
Q4 | $86K | Buy |
1,346
+369
| +38% | +$23.6K | 0.02% | 224 |
|
|
2018
Q3 | $62K | Hold |
977
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $64K | Buy |
977
+968
| +10,756% | +$63.4K | 0.01% | 331 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1238 |
|