SlateStone Wealth’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,390
| Closed | -$250K | – | 192 |
|
|
2020
Q1 | $250K | Hold |
4,390
| – | – | 0.07% | 150 |
|
|
2019
Q4 | $344K | Buy |
4,390
+1,021
| +30% | +$80K | 0.08% | 159 |
|
|
2019
Q3 | $295K | Hold |
3,369
| – | – | 0.09% | 137 |
|
|
2019
Q2 | $268K | Sell |
3,369
-205
| -6% | -$16.3K | 0.08% | 149 |
|
|
2019
Q1 | $274K | Buy |
+3,574
| New | +$274K | 0.08% | 139 |
|