TPG Financial Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,989
| Closed | -$276K | – | 41 |
|
|
2021
Q1 | $276K | Hold |
3,989
| – | – | 0.19% | 36 |
|
|
2020
Q4 | $276K | Hold |
3,989
| – | – | 0.21% | 33 |
|
|
2020
Q3 | $255K | Hold |
3,989
| – | – | 0.22% | 34 |
|
|
2020
Q2 | $264K | Hold |
3,989
| – | – | 0.24% | 32 |
|
|
2020
Q1 | $227K | Sell |
3,989
-521
| -12% | -$29.6K | 0.23% | 40 |
|
|
2019
Q4 | $354K | Buy |
4,510
+276
| +7% | +$21.7K | 0.29% | 39 |
|
|
2019
Q3 | $371K | Buy |
4,234
+214
| +5% | +$18.8K | 0.33% | 37 |
|
|
2019
Q2 | $325K | Sell |
4,020
-686
| -15% | -$55.5K | 0.3% | 34 |
|
|
2019
Q1 | $359K | Buy |
+4,706
| New | +$359K | 0.35% | 32 |
|