Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,198
| Closed | -$135K | – | 707 |
|
|
2016
Q1 | $135K | Buy |
2,198
+3
| +0.1% | +$184 | 0.01% | 303 |
|
|
2015
Q4 | $127K | Hold |
2,195
| – | – | 0.01% | 328 |
|
|
2015
Q3 | $125K | Hold |
2,195
| – | – | 0.01% | 316 |
|
|
2015
Q2 | $127K | Buy |
2,195
+46
| +2% | +$2.66K | 0.01% | 367 |
|
|
2015
Q1 | $144K | Buy |
2,149
+714
| +50% | +$47.8K | 0.01% | 350 |
|
|
2014
Q4 | $99K | Buy |
+1,435
| New | +$99K | 0.01% | 321 |
|
|
2014
Q3 | – | Sell |
-715
| Closed | -$46K | – | 718 |
|
|
2014
Q2 | $46K | Buy |
+715
| New | +$46K | ﹤0.01% | 377 |
|