Tradewinds 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,012
| Closed | -$65K | – | 661 |
|
|
2018
Q4 | $65K | Buy |
+1,012
| New | +$65K | 0.03% | 164 |
|
|
2018
Q1 | – | Sell |
-715
| Closed | -$48K | – | 725 |
|
|
2017
Q4 | $48K | Buy |
+715
| New | +$48K | 0.02% | 210 |
|
|
2016
Q3 | – | Sell |
-34
| Closed | -$2K | – | 703 |
|
|
2016
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 572 |
|
|
2016
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 574 |
|
|
2015
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 563 |
|
|
2015
Q3 | $2K | Buy |
34
+1
| +3% | +$59 | ﹤0.01% | 556 |
|
|
2015
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 599 |
|