Paragon Capital Management (Colorado)’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 |
-4,436
| Closed | -$279K | – | 254 |
|
|
2018
Q3 | $279K | Sell |
4,436
-4
| -0.1% | -$252 | 0.24% | 127 |
|
|
2018
Q2 | $289K | Hold |
4,440
| – | – | 0.26% | 116 |
|
|
2018
Q1 | $270K | Buy |
4,440
+273
| +7% | +$16.6K | 0.12% | 133 |
|
|
2017
Q4 | $281K | Hold |
4,167
| – | – | 0.11% | 114 |
|
|
2017
Q3 | $275K | Buy |
+4,167
| New | +$275K | 0.11% | 129 |
|