Jupiter Investment Management’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 | – | Sell |
-22,748
| Closed | -$1.78M | – | 504 |
|
|
2019
Q4 | $1.78M | Buy |
+22,748
| New | +$1.78M | 0.02% | 291 |
|
|
2015
Q3 | – | Sell |
-18,991
| Closed | -$1.1M | – | 415 |
|
|
2015
Q2 | $1.1M | Buy |
+18,991
| New | +$1.1M | 0.03% | 175 |
|
|
2015
Q1 | – | Sell |
-3,574
| Closed | -$245K | – | 431 |
|
|
2014
Q4 | $245K | Sell |
3,574
-13,885
| -80% | -$952K | 0.01% | 322 |
|
|
2014
Q3 | $1.09M | Buy |
+17,459
| New | +$1.09M | 0.05% | 224 |
|
|
2014
Q2 | – | Sell |
-24,912
| Closed | -$1.47M | – | 418 |
|
|
2014
Q1 | $1.47M | Buy |
24,912
+7,249
| +41% | +$426K | 0.1% | 198 |
|
|
2013
Q4 | $1.06M | Buy |
+17,663
| New | +$1.06M | 0.09% | 224 |
|