MA
Marshwinds Advisory’s W.P. Carey WPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $470K | Hold |
7,192
| – | – | 0.25% | 90 |
|
2018
Q3 | $463K | Hold |
7,192
| – | – | 0.21% | 93 |
|
2018
Q2 | $477K | Hold |
7,192
| – | – | 0.23% | 94 |
|
2018
Q1 | $446K | Hold |
7,192
| – | – | 0.21% | 95 |
|
2017
Q4 | $496K | Hold |
7,192
| – | – | 0.23% | 91 |
|
2017
Q3 | $485K | Hold |
7,192
| – | – | 0.23% | 91 |
|
2017
Q2 | $475K | Hold |
7,192
| – | – | 0.22% | 92 |
|
2017
Q1 | $447K | Hold |
7,192
| – | – | 0.21% | 94 |
|
2016
Q4 | $425K | Hold |
7,192
| – | – | 0.2% | 100 |
|
2016
Q3 | $464K | Hold |
7,192
| – | – | 0.23% | 93 |
|
2016
Q2 | $499K | Hold |
7,192
| – | – | 0.24% | 93 |
|
2016
Q1 | $448K | Buy |
+7,192
| New | +$448K | 0.23% | 97 |
|