Reilly Financial Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $48K | Sell |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $60K | Sell |
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|
2019
Q2 | $64K | Sell |
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|
2019
Q1 | $80K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Buy |
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