Rehmann Capital Advisory Group’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
Q3 | – | Sell |
-3,359
| Closed | -$273K | – | 551 |
|
|
2022
Q2 | $273K | Buy |
+3,359
| New | +$273K | 0.03% | 392 |
|
|
2019
Q3 | $93.2K | Hold |
1,063
| – | – | 0.01% | 461 |
|
|
2019
Q2 | $84.5K | Hold |
1,063
| – | – | 0.01% | 660 |
|
|
2019
Q1 | $81.5K | Hold |
1,063
| – | – | 0.01% | 655 |
|
|
2018
Q4 | $68K | Hold |
1,063
| – | – | 0.01% | 503 |
|
|
2018
Q3 | $66.9K | Hold |
1,063
| – | – | 0.01% | 705 |
|
|
2018
Q2 | $69.1K | Hold |
1,063
| – | – | 0.01% | 678 |
|
|
2018
Q1 | $65K | Buy |
+1,063
| New | +$65K | 0.01% | 672 |
|