THWM
Taylor Hoffman Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,370
| Closed | -$93K | – | 370 |
|
|
2020
Q2 | $93K | Buy |
+1,370
| New | +$93K | 0.06% | 154 |
|
|
2020
Q1 | – | Sell |
-1,629
| Closed | -$130K | – | 392 |
|
|
2019
Q4 | $130K | Hold |
1,629
| – | – | 0.08% | 142 |
|
|
2019
Q3 | $146K | Hold |
1,629
| – | – | 0.1% | 133 |
|
|
2019
Q2 | $132K | Hold |
1,629
| – | – | 0.11% | 136 |
|
|
2019
Q1 | $128K | Sell |
1,629
-274
| -14% | -$21.5K | 0.09% | 132 |
|
|
2018
Q4 | $124K | Buy |
1,903
+1,107
| +139% | +$72.1K | 0.11% | 121 |
|
|
2018
Q3 | $51K | Hold |
796
| – | – | 0.04% | 187 |
|
|
2018
Q2 | $53K | Sell |
796
-200
| -20% | -$13.3K | 0.05% | 176 |
|
|
2018
Q1 | $62K | Buy |
996
+30
| +3% | +$1.87K | 0.06% | 163 |
|
|
2017
Q4 | $67K | Buy |
+966
| New | +$67K | 0.06% | 156 |
|