OAM
Optimal Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,332
| Closed | -$1.44M | – | 431 |
|
|
2020
Q4 | $1.44M | Sell |
20,332
-20,318
| -50% | -$1.43M | 0.2% | 174 |
|
|
2020
Q3 | $2.65M | Buy |
40,650
+19,303
| +90% | +$1.26M | 0.38% | 77 |
|
|
2020
Q2 | $1.44M | Sell |
21,347
-14,732
| -41% | -$997K | 0.23% | 144 |
|
|
2020
Q1 | $2.1K | Buy |
36,079
+24,053
| +200% | +$1.4K | 0.2% | 179 |
|
|
2019
Q4 | $963K | Buy |
+12,026
| New | +$963K | 0.15% | 247 |
|