NewFocus Financial Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.81M | Buy |
40,684
+458
| +1% | +$31.7K | 0.83% | 38 |
|
|
2020
Q3 | $2.57M | Sell |
40,226
-386
| -1% | -$24.6K | 0.86% | 33 |
|
|
2020
Q2 | $2.69M | Buy |
40,612
+1,181
| +3% | +$78.3K | 0.96% | 31 |
|
|
2020
Q1 | $2.24M | Buy |
39,431
+709
| +2% | +$40.3K | 1.04% | 31 |
|
|
2019
Q4 | $3.04M | Buy |
38,722
+249
| +0.6% | +$19.5K | 1.19% | 24 |
|
|
2019
Q3 | $3.37M | Buy |
38,473
+582
| +2% | +$51K | 1.48% | 20 |
|
|
2019
Q2 | $3.01M | Buy |
37,891
+190
| +0.5% | +$15.1K | 1.39% | 20 |
|
|
2019
Q1 | $2.89M | Buy |
37,701
+474
| +1% | +$36.4K | 1.44% | 21 |
|
|
2018
Q4 | $2.38M | Sell |
37,227
-2,024
| -5% | -$130K | 1.41% | 23 |
|
|
2018
Q3 | $2.47M | Buy |
39,251
+1,132
| +3% | +$71.3K | 1.34% | 23 |
|
|
2018
Q2 | $2.48M | Buy |
38,119
+484
| +1% | +$31.5K | 1.49% | 23 |
|
|
2018
Q1 | $2.29M | Sell |
37,635
-503
| -1% | -$30.5K | 1.44% | 23 |
|
|
2017
Q4 | $2.57M | Buy |
38,138
+1,387
| +4% | +$93.6K | 1.57% | 25 |
|
|
2017
Q3 | $2.43M | Buy |
36,751
+872
| +2% | +$57.6K | 1.58% | 25 |
|
|
2017
Q2 | $2.32M | Buy |
35,879
+715
| +2% | +$46.2K | 1.31% | 28 |
|
|
2017
Q1 | $2.14M | Buy |
+35,164
| New | +$2.14M | 1.32% | 26 |
|