Riverhead Capital Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,706
| Closed | -$164K | – | 1576 |
|
|
2018
Q1 | $164K | Buy |
+2,706
| New | +$164K | 0.01% | 1158 |
|
|
2017
Q3 | – | Sell |
-2,338
| Closed | -$151K | – | 1548 |
|
|
2017
Q2 | $151K | Sell |
2,338
-2,793
| -54% | -$180K | 0.01% | 1037 |
|
|
2017
Q1 | $313K | Sell |
5,131
-485
| -9% | -$29.6K | 0.02% | 653 |
|
|
2016
Q4 | $325K | Buy |
+5,616
| New | +$325K | 0.02% | 608 |
|