Next Financial 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
Q4 | $644K | Buy |
|
|||||
|
2021
Q3 | $497K | Buy |
|
|||||
|
2021
Q2 | $385K | Buy |
|
|||||
|
2021
Q1 | $355K | Sell |
|
|||||
|
2020
Q4 | $395K | Buy |
|
|||||
|
2020
Q3 | $338K | Sell |
|
|||||
|
2020
Q2 | $352K | Sell |
|
|||||
|
2020
Q1 | $302K | Sell |
|
|||||
|
2019
Q4 | $538K | Sell |
|
|||||
|
2019
Q3 | $703K | Buy |
|
|||||
|
2019
Q2 | $616K | Buy |
|
|||||
|
2019
Q1 | $300K | Sell |
|
|||||
|
2018
Q4 | $581K | Buy |
|
|||||
|
2018
Q3 | $23K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $84K | Buy |
|
|||||
|
2017
Q2 | $36K | Hold |
|
|||||
|
2017
Q1 | $34K | Sell |
|
|||||
|
2016
Q4 | $289K | Hold |
|
|||||
|
2016
Q3 | $315K | Buy |
|
|||||
|
2016
Q2 | $38K | Hold |
|
|||||
|
2016
Q1 | $34K | Hold |
|
|||||
|
2015
Q4 | $32K | Hold |
|
|||||
|
2015
Q3 | $31K | Hold |
|
|||||
|
2015
Q2 | $32K | Hold |
|
|||||
|
2015
Q1 | $37K | Sell |
|
|||||
|
2014
Q4 | $70K | Sell |
|
|||||
|
2014
Q3 | $392K | Buy |
|