KKAMG
Kernodle & Katon Asset Management Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.43M | Buy |
23,020
+848
| +4% | +$52.8K | 0.86% | 33 |
|
|
2016
Q4 | $1.31M | Buy |
22,172
+3,033
| +16% | +$179K | 0.79% | 41 |
|
|
2016
Q3 | $1.24M | Buy |
19,139
+2,690
| +16% | +$174K | 0.77% | 40 |
|
|
2016
Q2 | $1.14M | Buy |
16,449
+8,052
| +96% | +$559K | 1.06% | 19 |
|
|
2016
Q1 | $523K | Buy |
8,397
+6,790
| +423% | +$423K | 0.5% | 27 |
|
|
2015
Q4 | $95K | Buy |
+1,607
| New | +$95K | 0.09% | 77 |
|