Mercer Capital Advisers’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-791
| Closed | -$51K | – | 246 |
|
|
2018
Q2 | $51K | Hold |
791
| – | – | 0.04% | 149 |
|
|
2018
Q1 | $48K | Hold |
791
| – | – | 0.04% | 154 |
|
|
2017
Q4 | $53K | Hold |
791
| – | – | 0.04% | 152 |
|
|
2017
Q3 | $52K | Hold |
791
| – | – | 0.04% | 156 |
|
|
2017
Q2 | $52K | Hold |
791
| – | – | 0.04% | 159 |
|
|
2017
Q1 | $48K | Hold |
791
| – | – | 0.04% | 164 |
|
|
2016
Q4 | $46K | Hold |
791
| – | – | 0.04% | 169 |
|
|
2016
Q3 | $50K | Hold |
791
| – | – | 0.04% | 169 |
|
|
2016
Q2 | $54K | Hold |
791
| – | – | 0.04% | 162 |
|
|
2016
Q1 | $48K | Hold |
791
| – | – | 0.04% | 161 |
|
|
2015
Q4 | $46K | Hold |
791
| – | – | 0.04% | 164 |
|
|
2015
Q3 | $45K | Hold |
791
| – | – | 0.04% | 162 |
|
|
2015
Q2 | $46K | Hold |
791
| – | – | 0.04% | 170 |
|
|
2015
Q1 | $53K | Hold |
791
| – | – | 0.05% | 163 |
|
|
2014
Q4 | $54K | Buy |
+791
| New | +$54K | 0.05% | 163 |
|