SevenBridge Financial Group’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
Q3 | – | Sell |
-315
| Closed | -$21K | – | 608 |
|
|
2018
Q2 | $21K | Sell |
315
-116
| -27% | -$7.73K | 0.01% | 340 |
|
|
2018
Q1 | $26K | Hold |
431
| – | – | 0.01% | 324 |
|
|
2017
Q4 | $29K | Hold |
431
| – | – | 0.02% | 329 |
|
|
2017
Q3 | $28K | Hold |
431
| – | – | 0.02% | 330 |
|
|
2017
Q2 | $28K | Buy |
431
+116
| +37% | +$7.54K | 0.02% | 343 |
|
|
2017
Q1 | $19K | Hold |
315
| – | – | 0.01% | 376 |
|
|
2016
Q4 | $19K | Hold |
315
| – | – | 0.01% | 374 |
|
|
2016
Q3 | $19K | Hold |
315
| – | – | 0.01% | 370 |
|
|
2016
Q2 | $21K | Buy |
+315
| New | +$21K | 0.01% | 406 |
|