RBA
Richard Bernstein Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,729
| Closed | -$1.44M | – | 279 |
|
|
2020
Q1 | $1.44M | Hold |
24,729
| – | – | 0.05% | 156 |
|
|
2019
Q4 | $1.98M | Hold |
24,729
| – | – | 0.06% | 175 |
|
|
2019
Q3 | $2.21M | Hold |
24,729
| – | – | 0.07% | 176 |
|
|
2019
Q2 | $2.01M | Buy |
+24,729
| New | +$2.01M | 0.07% | 180 |
|