Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $122K | Buy |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $80K | Buy |
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