Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-80
| Closed | -$5K | – | 333 |
|
|
2018
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 237 |
|
|
2018
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 230 |
|
|
2018
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 227 |
|
|
2018
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 232 |
|
|
2017
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 273 |
|
|
2017
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 223 |
|
|
2017
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 240 |
|