TD Capital Management’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
Q3 | – | Sell |
-600
| Closed | -$40K | – | 295 |
|
|
2020
Q2 | $40K | Buy |
600
+10
| +2% | +$667 | 0.01% | 121 |
|
|
2020
Q1 | $34K | Buy |
590
+7
| +1% | +$403 | 0.01% | 116 |
|
|
2019
Q4 | $46K | Buy |
583
+6
| +1% | +$473 | 0.01% | 120 |
|
|
2019
Q3 | $51K | Buy |
577
+7
| +1% | +$619 | 0.01% | 102 |
|
|
2019
Q2 | $45K | Buy |
+570
| New | +$45K | 0.01% | 108 |
|