LS Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-575
| Closed | -$33K | – | 1723 |
|
|
2020
Q1 | $33K | Sell |
575
-2,741
| -83% | -$157K | ﹤0.01% | 1223 |
|
|
2019
Q4 | $260K | Hold |
3,316
| – | – | 0.01% | 700 |
|
|
2019
Q3 | $291K | Hold |
3,316
| – | – | 0.02% | 635 |
|
|
2019
Q2 | $264K | Hold |
3,316
| – | – | 0.02% | 668 |
|
|
2019
Q1 | $254K | Hold |
3,316
| – | – | 0.02% | 682 |
|
|
2018
Q4 | $212K | Buy |
+3,316
| New | +$212K | 0.01% | 722 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | -$3K | – | 1888 |
|
|
2017
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 1823 |
|