Lebenthal Holdings’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $660K | Sell |
9,705
-73
| -0.7% | -$4.96K | 0.08% | 235 |
|
|
2016
Q1 | $596K | Buy |
9,778
+1,339
| +16% | +$81.6K | 0.1% | 233 |
|
|
2015
Q4 | $488K | Buy |
8,439
+2,150
| +34% | +$124K | 0.11% | 217 |
|
|
2015
Q3 | $356K | Buy |
6,289
+454
| +8% | +$25.7K | 0.08% | 242 |
|
|
2015
Q2 | $337K | Buy |
+5,835
| New | +$337K | 0.07% | 247 |
|