Personal Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $569K | Buy |
7,437
+571
| +8% | +$43.7K | ﹤0.01% | 285 |
|
|
2022
Q3 | $469K | Buy |
6,866
+2,646
| +63% | +$181K | ﹤0.01% | 292 |
|
|
2022
Q2 | $342K | Buy |
4,220
+36
| +0.9% | +$2.92K | ﹤0.01% | 323 |
|
|
2022
Q1 | $331K | Sell |
4,184
-117
| -3% | -$9.26K | ﹤0.01% | 368 |
|
|
2021
Q4 | $346K | Buy |
4,301
+32
| +0.7% | +$2.57K | ﹤0.01% | 408 |
|
|
2021
Q3 | $305K | Sell |
4,269
-486
| -10% | -$34.7K | ﹤0.01% | 402 |
|
|
2021
Q2 | $348K | Buy |
4,755
+555
| +13% | +$40.6K | ﹤0.01% | 368 |
|
|
2021
Q1 | $291K | Sell |
4,200
-893
| -18% | -$61.9K | ﹤0.01% | 394 |
|
|
2020
Q4 | $352K | Buy |
5,093
+881
| +21% | +$60.9K | ﹤0.01% | 348 |
|
|
2020
Q3 | $269K | Sell |
4,212
-729
| -15% | -$46.6K | ﹤0.01% | 351 |
|
|
2020
Q2 | $327K | Sell |
4,941
-245
| -5% | -$16.2K | ﹤0.01% | 279 |
|
|
2020
Q1 | $295K | Sell |
5,186
-1
| -0% | -$57 | ﹤0.01% | 286 |
|
|
2019
Q4 | $407K | Buy |
5,187
+249
| +5% | +$19.5K | ﹤0.01% | 290 |
|
|
2019
Q3 | $432K | Sell |
4,938
-554
| -10% | -$48.5K | ﹤0.01% | 262 |
|
|
2019
Q2 | $437K | Buy |
5,492
+519
| +10% | +$41.3K | ﹤0.01% | 246 |
|
|
2019
Q1 | $382K | Sell |
4,973
-1,934
| -28% | -$149K | ﹤0.01% | 249 |
|
|
2018
Q4 | $442K | Buy |
+6,907
| New | +$442K | 0.01% | 236 |
|