Mid Atlantic Financial Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $463K | Sell |
6,466
-2,087
| -24% | -$149K | 0.03% | 477 |
|
|
2021
Q2 | $625K | Buy |
8,553
+1,996
| +30% | +$146K | 0.04% | 394 |
|
|
2021
Q1 | $454K | Buy |
6,557
+390
| +6% | +$27K | 0.03% | 463 |
|
|
2020
Q4 | $426K | Buy |
6,167
+919
| +18% | +$63.5K | 0.03% | 440 |
|
|
2020
Q3 | $343K | Buy |
5,248
+539
| +11% | +$35.2K | 0.03% | 458 |
|
|
2020
Q2 | $312K | Sell |
4,709
-476
| -9% | -$31.5K | 0.03% | 470 |
|
|
2020
Q1 | $295K | Sell |
5,185
-107
| -2% | -$6.09K | 0.03% | 441 |
|
|
2019
Q4 | $415K | Buy |
5,292
+420
| +9% | +$32.9K | 0.04% | 445 |
|
|
2019
Q3 | $427K | Sell |
4,872
-283
| -5% | -$24.8K | 0.05% | 394 |
|
|
2019
Q2 | $410K | Buy |
5,155
+20
| +0.4% | +$1.59K | 0.04% | 425 |
|
|
2019
Q1 | $394K | Sell |
5,135
-4,713
| -48% | -$362K | 0.04% | 426 |
|
|
2018
Q4 | $630K | Buy |
+9,848
| New | +$630K | 0.08% | 272 |
|