Lenox Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-292
| Closed | -$23K | – | 1013 |
|
|
2021
Q4 | $23K | Sell |
292
-12
| -4% | -$945 | ﹤0.01% | 375 |
|
|
2021
Q3 | $22K | Buy |
304
+12
| +4% | +$868 | ﹤0.01% | 345 |
|
|
2021
Q2 | $21K | Hold |
292
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $20K | Hold |
292
| – | – | ﹤0.01% | 315 |
|
|
2020
Q4 | $20K | Hold |
292
| – | – | ﹤0.01% | 324 |
|
|
2020
Q3 | $19K | Hold |
292
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $19K | Hold |
292
| – | – | ﹤0.01% | 300 |
|
|
2020
Q1 | $17K | Hold |
292
| – | – | ﹤0.01% | 295 |
|
|
2019
Q4 | $23K | Hold |
292
| – | – | ﹤0.01% | 313 |
|
|
2019
Q3 | $26K | Buy |
+292
| New | +$26K | ﹤0.01% | 250 |
|