Resource America’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-71,470
| Closed | -$5.68M | – | 35 |
|
|
2019
Q2 | $5.68M | Hold |
71,470
| – | – | 3.42% | 12 |
|
|
2019
Q1 | $5.48M | Hold |
71,470
| – | – | 3.28% | 11 |
|
|
2018
Q4 | $4.57M | Hold |
71,470
| – | – | 2.82% | 12 |
|
|
2018
Q3 | $4.5M | Buy |
71,470
+21,120
| +42% | +$1.33M | 2.95% | 13 |
|
|
2018
Q2 | $3.27M | Buy |
50,350
+24,624
| +96% | +$1.6M | 2.26% | 22 |
|
|
2018
Q1 | $1.56M | Hold |
25,726
| – | – | 1.12% | 35 |
|
|
2017
Q4 | $1.74M | Buy |
+25,726
| New | +$1.74M | 1.32% | 31 |
|