Private Vista’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $544K | Sell |
8,213
-4,212
| -34% | -$279K | 0.26% | 58 |
|
|
2020
Q1 | $707K | Buy |
+12,425
| New | +$707K | 0.27% | 60 |
|
|
2019
Q4 | – | Sell |
-13,555
| Closed | -$1.19M | – | 157 |
|
|
2019
Q3 | $1.19M | Sell |
13,555
-841
| -6% | -$73.7K | 0.32% | 39 |
|
|
2019
Q2 | $1.14M | Sell |
14,396
-1,336
| -8% | -$106K | 0.29% | 46 |
|
|
2019
Q1 | $1.21M | Buy |
15,732
+1,107
| +8% | +$84.9K | 0.3% | 44 |
|
|
2018
Q4 | $936K | Buy |
+14,625
| New | +$936K | 0.22% | 52 |
|