LAM
Lebenthal Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $629K | Buy |
10,113
+185
| +2% | +$11.5K | 0.08% | 246 |
|
|
2016
Q4 | $587K | Buy |
9,928
+511
| +5% | +$30.2K | 0.08% | 246 |
|
|
2016
Q3 | $608K | Sell |
9,417
-88
| -0.9% | -$5.68K | 0.08% | 237 |
|
|
2016
Q2 | $660K | Buy |
+9,505
| New | +$660K | 0.09% | 229 |
|