Kempner Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,063
| Closed | -$207K | – | 65 |
|
|
2017
Q4 | $207K | Hold |
3,063
| – | – | 0.13% | 51 |
|
|
2017
Q3 | $202K | Buy |
+3,063
| New | +$202K | 0.13% | 53 |
|
|
2016
Q3 | – | Sell |
-3,063
| Closed | -$208K | – | 71 |
|
|
2016
Q2 | $208K | Buy |
+3,063
| New | +$208K | 0.13% | 55 |
|
|
2015
Q2 | – | Sell |
-3,063
| Closed | -$204K | – | 76 |
|
|
2015
Q1 | $204K | Buy |
3,063
+102
| +3% | +$6.79K | 0.13% | 58 |
|
|
2014
Q4 | $203K | Buy |
+2,961
| New | +$203K | 0.09% | 60 |
|