Personal Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $407K | Buy |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $442K | Buy |
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