NuWave Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $64K | Sell |
931
-1,674
| -64% | -$115K | 0.07% | 232 |
|
|
2022
Q2 | $211K | Buy |
2,605
+302
| +13% | +$24.5K | 0.28% | 124 |
|
|
2022
Q1 | $182K | Buy |
2,303
+2,027
| +734% | +$160K | 0.24% | 129 |
|
|
2021
Q4 | $22K | Sell |
276
-2,210
| -89% | -$176K | 0.03% | 261 |
|
|
2021
Q3 | $178K | Buy |
+2,486
| New | +$178K | 0.2% | 153 |
|
|
2021
Q2 | – | Sell |
-1,043
| Closed | -$72K | – | 435 |
|
|
2021
Q1 | $72K | Buy |
1,043
+250
| +32% | +$17.3K | 0.09% | 212 |
|
|
2020
Q4 | $55K | Buy |
793
+788
| +15,760% | +$54.7K | 0.07% | 240 |
|
|
2020
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 585 |
|