Kings Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $98K | Hold |
1,244
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $100K | Hold |
1,244
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $89K | Hold |
1,244
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $91K | Hold |
1,244
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $86K | Hold |
1,244
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $86K | Hold |
1,244
| – | – | 0.01% | 265 |
|
|
2020
Q3 | $79K | Hold |
1,244
| – | – | 0.01% | 262 |
|
|
2020
Q2 | $82K | Hold |
1,244
| – | – | 0.01% | 234 |
|
|
2020
Q1 | $71K | Sell |
1,244
-153
| -11% | -$8.73K | 0.01% | 238 |
|
|
2019
Q4 | $109K | Hold |
1,397
| – | – | 0.02% | 231 |
|
|
2019
Q3 | $122K | Buy |
1,397
+153
| +12% | +$13.4K | 0.02% | 206 |
|
|
2019
Q2 | $99K | Hold |
1,244
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $95K | Hold |
1,244
| – | – | 0.02% | 177 |
|
|
2018
Q4 | $80K | Buy |
+1,244
| New | +$80K | 0.02% | 175 |
|