Stratford Consulting’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
Q1 | $211K | Buy |
3,707
+46
| +1% | +$2.62K | 0.1% | 51 |
|
|
2019
Q4 | $287K | Buy |
3,661
+41
| +1% | +$3.21K | 0.09% | 47 |
|
|
2019
Q3 | $317K | Buy |
3,620
+43
| +1% | +$3.77K | 0.11% | 46 |
|
|
2019
Q2 | $284K | Buy |
3,577
+47
| +1% | +$3.73K | 0.1% | 46 |
|
|
2019
Q1 | $271K | Sell |
3,530
-1,869
| -35% | -$143K | 0.1% | 47 |
|
|
2018
Q4 | $346K | Buy |
+5,399
| New | +$346K | 0.14% | 41 |
|