New England Investment & Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $736K | Hold |
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|
2021
Q2 | $751K | Sell |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $723K | Sell |
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|
2020
Q3 | $688K | Hold |
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|
2020
Q2 | $715K | Sell |
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|
2020
Q1 | $11.6M | Sell |
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|
2019
Q4 | $17M | Sell |
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|
2019
Q3 | $22.1M | Buy |
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|
2019
Q2 | $13.4M | Sell |
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|
2019
Q1 | $13M | Buy |
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|
2018
Q4 | $5.66M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $516K | Sell |
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|
2017
Q1 | $591K | Hold |
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|
2016
Q4 | $561K | Hold |
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|
2016
Q3 | $612K | Hold |
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|
2016
Q2 | $659K | Hold |
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|
2016
Q1 | $591K | Hold |
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|
2015
Q4 | $560K | Buy |
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|
2015
Q3 | $527K | Hold |
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|
2015
Q2 | $551K | Sell |
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|
2015
Q1 | $708K | Sell |
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|
2014
Q4 | $770K | Sell |
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|
2014
Q3 | $748K | Hold |
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|
2014
Q2 | $771K | Sell |
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|
2014
Q1 | $722K | Buy |
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