SeaCrest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-872
| Closed | -$71K | – | 1535 |
|
|
2022
Q2 | $71K | Buy |
+872
| New | +$71K | 0.01% | 990 |
|
|
2019
Q2 | – | Sell |
-766
| Closed | -$59K | – | 1849 |
|
|
2019
Q1 | $59K | Sell |
766
-141
| -16% | -$10.9K | 0.01% | 885 |
|
|
2018
Q4 | $58K | Hold |
907
| – | – | 0.01% | 844 |
|
|
2018
Q3 | $57K | Hold |
907
| – | – | 0.01% | 944 |
|
|
2018
Q2 | $59K | Hold |
907
| – | – | 0.01% | 917 |
|
|
2018
Q1 | $55K | Buy |
907
+17
| +2% | +$1.03K | 0.01% | 917 |
|
|
2017
Q4 | $60K | Buy |
+890
| New | +$60K | 0.01% | 892 |
|