Opus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,096
| Closed | -$384K | – | 241 |
|
|
2018
Q3 | $384K | Buy |
6,096
+2,971
| +95% | +$187K | 0.09% | 173 |
|
|
2018
Q2 | $203K | Buy |
+3,125
| New | +$203K | 0.05% | 217 |
|
|
2018
Q1 | – | Sell |
-2,981
| Closed | -$201K | – | 246 |
|
|
2017
Q4 | $201K | Buy |
+2,981
| New | +$201K | 0.04% | 233 |
|