OAM
Orinda Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.95M | Buy |
45,300
+300
| +0.7% | +$19.6K | 6.06% | 4 |
|
|
2020
Q2 | $3.04M | Buy |
45,000
+25,000
| +125% | +$1.69M | 5.78% | 5 |
|
|
2020
Q1 | $1.16M | Buy |
+20,000
| New | +$1.16M | 4.07% | 9 |
|
|
2014
Q3 | – | Sell |
-4,900
| Closed | -$316K | – | 133 |
|
|
2014
Q2 | $316K | Buy |
+4,900
| New | +$316K | 0.61% | 35 |
|