Kore Private Wealth’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,078
| Closed | -$137K | – | 1093 |
|
|
2020
Q2 | $137K | Hold |
2,078
| – | – | 0.03% | 286 |
|
|
2020
Q1 | $118K | Hold |
2,078
| – | – | 0.03% | 288 |
|
|
2019
Q4 | $163K | Buy |
+2,078
| New | +$163K | 0.03% | 278 |
|
|
2019
Q3 | – | Sell |
-2,670
| Closed | -$212K | – | 243 |
|
|
2019
Q2 | $212K | Buy |
2,670
+322
| +14% | +$25.6K | 0.05% | 207 |
|
|
2019
Q1 | $183K | Buy |
+2,348
| New | +$183K | 0.04% | 220 |
|