Mitchell Sinkler & Starr’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $501K | Buy |
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|
2019
Q4 | $657K | Buy |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $507K | Buy |
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|
2019
Q1 | $484K | Buy |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $251K | Sell |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $407K | Buy |
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|
2016
Q2 | $417K | Buy |
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|
2016
Q1 | $339K | Buy |
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|
2015
Q4 | $298K | Sell |
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|
2015
Q3 | $344K | Hold |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $296K | Buy |
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