Poehling Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $214K | Hold |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $294K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $226K | Buy |
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