Lenox Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $194K | Hold |
2,886
| – | – | 0.06% | 151 |
|
|
2020
Q1 | $167K | Hold |
2,886
| – | – | 0.06% | 148 |
|
|
2019
Q4 | $229K | Hold |
2,886
| – | – | 0.06% | 138 |
|
|
2019
Q3 | $255K | Hold |
2,886
| – | – | 0.07% | 128 |
|
|
2019
Q2 | $232K | Hold |
2,886
| – | – | 0.07% | 123 |
|
|
2019
Q1 | $224K | Buy |
+2,886
| New | +$224K | 0.07% | 119 |
|