Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $18K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $399K | Hold |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $365K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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