Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $55K | Hold |
686
| – | – | ﹤0.01% | 386 |
|
|
2021
Q3 | $49K | Hold |
686
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $50K | Hold |
686
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $48K | Sell |
686
-357
| -34% | -$25K | ﹤0.01% | 374 |
|
|
2020
Q4 | $72K | Buy |
1,043
+357
| +52% | +$24.6K | 0.01% | 287 |
|
|
2020
Q3 | $44K | Hold |
686
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $45K | Hold |
686
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $39K | Hold |
686
| – | – | 0.01% | 330 |
|
|
2019
Q4 | $54K | Hold |
686
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $60K | Sell |
686
-119
| -15% | -$10.4K | 0.01% | 324 |
|
|
2019
Q2 | $64K | Sell |
805
-234
| -23% | -$18.6K | 0.01% | 319 |
|
|
2019
Q1 | $80K | Buy |
+1,039
| New | +$80K | 0.01% | 269 |
|
|
2015
Q4 | – | Sell |
-102
| Closed | -$6K | – | 1134 |
|
|
2015
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 923 |
|
|
2015
Q2 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 1025 |
|