LifePlan Financial Group’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
Q3 | $42K | Hold |
662
| – | – | 0.02% | 262 |
|
|
2020
Q2 | $44K | Hold |
662
| – | – | 0.02% | 255 |
|
|
2020
Q1 | $38K | Hold |
662
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $52K | Hold |
662
| – | – | 0.02% | 242 |
|
|
2019
Q3 | $58K | Sell |
662
-141
| -18% | -$12.4K | 0.03% | 227 |
|
|
2019
Q2 | $64K | Hold |
803
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $62K | Hold |
803
| – | – | 0.03% | 221 |
|
|
2018
Q4 | $51K | Buy |
+803
| New | +$51K | 0.03% | 229 |
|