LFA
Legacy Financial Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-30,726
| Closed | -$2.08M | – | 138 |
|
|
2020
Q2 | $2.08M | Hold |
30,726
| – | – | 0.75% | 16 |
|
|
2020
Q1 | $2.02M | Hold |
30,726
| – | – | 0.75% | 16 |
|
|
2019
Q4 | $2.46M | Hold |
30,726
| – | – | 0.78% | 13 |
|
|
2019
Q3 | $2.75M | Hold |
30,726
| – | – | 0.91% | 11 |
|
|
2019
Q2 | $2.49M | Sell |
30,726
-305
| -1% | -$24.8K | 0.88% | 11 |
|
|
2019
Q1 | $2.43M | Buy |
31,031
+2,638
| +9% | +$207K | 0.82% | 9 |
|
|
2018
Q4 | $1.86M | Buy |
28,393
+606
| +2% | +$39.6K | 0.72% | 14 |
|
|
2018
Q3 | $1.79M | Buy |
27,787
+13,500
| +94% | +$868K | 0.65% | 16 |
|
|
2018
Q2 | $954K | Sell |
14,287
-498
| -3% | -$33.3K | 0.36% | 24 |
|
|
2018
Q1 | $916K | Buy |
14,785
+145
| +1% | +$8.98K | 0.36% | 24 |
|
|
2017
Q4 | $1.01M | Buy |
+14,640
| New | +$1.01M | 0.41% | 22 |
|