Sonora Investment Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $37.2K | Hold |
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|
2017
Q4 | $41.3K | Hold |
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|
2017
Q3 | $40.4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $96.3K | Hold |
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|
2015
Q4 | $92K | Hold |
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|
2015
Q3 | $88K | Buy |
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