Northwest Wealth 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
Q4 | – | Sell |
-3,306
| Closed | -$290K | – | 117 |
|
|
2019
Q3 | $290K | Buy |
3,306
+163
| +5% | +$14.3K | 0.24% | 93 |
|
|
2019
Q2 | $250K | Hold |
3,143
| – | – | 0.2% | 99 |
|
|
2019
Q1 | $241K | Sell |
3,143
-663
| -17% | -$50.8K | 0.18% | 100 |
|
|
2018
Q4 | $244K | Buy |
3,806
+2,479
| +187% | +$159K | 0.21% | 91 |
|
|
2018
Q3 | $84K | Hold |
1,327
| – | – | 0.06% | 170 |
|
|
2018
Q2 | $86K | Hold |
1,327
| – | – | 0.06% | 164 |
|
|
2018
Q1 | $81K | Buy |
+1,327
| New | +$81K | 0.06% | 166 |
|