Sullivan, Bruyette, Speros & Blaney’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
Q1
$194K Hold
2020
Q4
$193K Sell
2020
Q3
$191K Hold
2020
Q2
$199K Hold
2020
Q1
$171K Buy
2019
Q4
$219K Buy