Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,924
| Closed | -$284K | – | 1119 |
|
|
2015
Q2 | $284K | Buy |
4,924
+111
| +2% | +$6.4K | 0.08% | 193 |
|
|
2015
Q1 | $321K | Sell |
4,813
-84
| -2% | -$5.6K | 0.08% | 192 |
|
|
2014
Q4 | $336K | Sell |
4,897
-576
| -11% | -$39.5K | 0.09% | 176 |
|
|
2014
Q3 | $342K | Buy |
5,473
+3,646
| +200% | +$228K | 0.1% | 170 |
|
|
2014
Q2 | $115K | Buy |
1,827
+752
| +70% | +$47.3K | 0.04% | 265 |
|
|
2014
Q1 | $63K | Buy |
1,075
+532
| +98% | +$31.2K | 0.03% | 322 |
|
|
2013
Q4 | $33K | Sell |
543
-108
| -17% | -$6.56K | 0.02% | 361 |
|
|
2013
Q3 | $41K | Buy |
651
+202
| +45% | +$12.7K | 0.02% | 330 |
|
|
2013
Q2 | $29K | Buy |
+449
| New | +$29K | 0.02% | 382 |
|