Middleton & Co’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
Q1 | – | Sell |
-7,147
| Closed | -$482K | – | 159 |
|
|
2017
Q4 | $482K | Hold |
7,147
| – | – | 0.08% | 130 |
|
|
2017
Q3 | $472K | Hold |
7,147
| – | – | 0.09% | 130 |
|
|
2017
Q2 | $462K | Hold |
7,147
| – | – | 0.1% | 114 |
|
|
2017
Q1 | $436K | Hold |
7,147
| – | – | 0.1% | 120 |
|
|
2016
Q4 | $414K | Hold |
7,147
| – | – | 0.09% | 126 |
|
|
2016
Q3 | $452K | Hold |
7,147
| – | – | 0.1% | 128 |
|
|
2016
Q2 | $486K | Hold |
7,147
| – | – | 0.11% | 118 |
|
|
2016
Q1 | $436K | Hold |
7,147
| – | – | 0.1% | 118 |
|
|
2015
Q4 | $413K | Buy |
+7,147
| New | +$413K | 0.09% | 119 |
|