Mascoma Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-562
| Closed | -$35K | – | 405 |
|
|
2018
Q3 | $35K | Hold |
562
| – | – | 0.02% | 190 |
|
|
2018
Q2 | $36K | Hold |
562
| – | – | 0.03% | 177 |
|
|
2018
Q1 | $34K | Sell |
562
-204
| -27% | -$12.3K | 0.02% | 174 |
|
|
2017
Q4 | $47K | Sell |
766
-7,657
| -91% | -$470K | 0.03% | 149 |
|
|
2017
Q3 | $556K | Buy |
8,423
+1,225
| +17% | +$80.9K | 0.37% | 36 |
|
|
2017
Q2 | $465K | Buy |
+7,198
| New | +$465K | 0.31% | 38 |
|