Kanaly Trust’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $116K | Hold |
2,009
| – | – | 0.02% | 190 |
|
2016
Q3 | $127K | Hold |
2,009
| – | – | 0.03% | 184 |
|
2016
Q2 | $137K | Hold |
2,009
| – | – | 0.03% | 182 |
|
2016
Q1 | $122K | Hold |
2,009
| – | – | 0.02% | 187 |
|
2015
Q4 | $116K | Hold |
2,009
| – | – | 0.02% | 189 |
|
2015
Q3 | $114K | Hold |
2,009
| – | – | 0.03% | 189 |
|
2015
Q2 | $116K | Hold |
2,009
| – | – | 0.02% | 200 |
|
2015
Q1 | $134K | Hold |
2,009
| – | – | 0.03% | 187 |
|
2014
Q4 | $138K | Hold |
2,009
| – | – | 0.03% | 201 |
|
2014
Q3 | $125K | Hold |
2,009
| – | – | 0.02% | 211 |
|
2014
Q2 | $127K | Hold |
2,009
| – | – | 0.02% | 219 |
|
2014
Q1 | $118K | Hold |
2,009
| – | – | 0.02% | 226 |
|
2013
Q4 | $121K | Buy |
+2,009
| New | +$121K | 0.02% | 225 |
|