Ledyard National Bank’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-255
| Closed | -$14K | – | 718 |
|
|
2015
Q3 | $14K | Hold |
255
| – | – | ﹤0.01% | 460 |
|
|
2015
Q2 | $15K | Sell |
255
-102
| -29% | -$6K | ﹤0.01% | 461 |
|
|
2015
Q1 | $24K | Hold |
357
| – | – | ﹤0.01% | 384 |
|
|
2014
Q4 | $25K | Sell |
357
-154
| -30% | -$10.8K | ﹤0.01% | 385 |
|
|
2014
Q3 | $32K | Buy |
+511
| New | +$32K | 0.01% | 304 |
|