SBSB
Sullivan, Bruyette, Speros & Blaney’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $194K | Hold |
2,738
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $193K | Sell |
2,738
-200
| -7% | -$14.1K | 0.01% | 290 |
|
|
2020
Q3 | $191K | Hold |
2,938
| – | – | 0.01% | 256 |
|
|
2020
Q2 | $199K | Hold |
2,938
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $171K | Buy |
2,938
+200
| +7% | +$11.6K | 0.01% | 228 |
|
|
2019
Q4 | $219K | Buy |
+2,738
| New | +$219K | 0.01% | 237 |
|