Poehling Capital Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,354
| Closed | -$232K | – | 156 |
|
|
2021
Q1 | $232K | Hold |
3,354
| – | – | 0.08% | 136 |
|
|
2020
Q4 | $232K | Hold |
3,354
| – | – | 0.09% | 117 |
|
|
2020
Q3 | $214K | Hold |
3,354
| – | – | 0.11% | 108 |
|
|
2020
Q2 | $222K | Buy |
+3,354
| New | +$222K | 0.12% | 98 |
|
|
2020
Q1 | – | Sell |
-3,354
| Closed | -$263K | – | 122 |
|
|
2019
Q4 | $263K | Hold |
3,354
| – | – | 0.17% | 93 |
|
|
2019
Q3 | $294K | Buy |
+3,354
| New | +$294K | 0.22% | 80 |
|
|
2018
Q3 | – | Sell |
-3,354
| Closed | -$218K | – | 262 |
|
|
2018
Q2 | $218K | Hold |
3,354
| – | – | 0.19% | 90 |
|
|
2018
Q1 | $204K | Hold |
3,354
| – | – | 0.16% | 90 |
|
|
2017
Q4 | $226K | Buy |
+3,354
| New | +$226K | 0.19% | 86 |
|