Krilogy Financial’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 |
-398
| Closed | -$27K | – | 821 |
|
|
2017
Q4 | $27K | Hold |
398
| – | – | 0.01% | 403 |
|
|
2017
Q3 | $26K | Hold |
398
| – | – | 0.01% | 442 |
|
|
2017
Q2 | $26K | Sell |
398
-982
| -71% | -$64.2K | 0.01% | 407 |
|
|
2017
Q1 | $80K | Hold |
1,380
| – | – | 0.02% | 232 |
|
|
2016
Q4 | $80K | Hold |
1,380
| – | – | 0.02% | 232 |
|
|
2016
Q3 | $87K | Hold |
1,380
| – | – | 0.03% | 225 |
|
|
2016
Q2 | $94K | Hold |
1,380
| – | – | 0.03% | 206 |
|
|
2016
Q1 | $84K | Hold |
1,380
| – | – | 0.03% | 199 |
|
|
2015
Q4 | $80K | Hold |
1,380
| – | – | 0.07% | 101 |
|
|
2015
Q3 | $78K | Buy |
+1,380
| New | +$78K | 0.04% | 158 |
|