TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-248
| Closed | -$19K | – | 720 |
|
|
2019
Q2 | $19K | Buy |
+248
| New | +$19K | ﹤0.01% | 466 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$1.57K | – | 914 |
|
|
2018
Q3 | $1.57K | Buy |
+25
| New | +$1.57K | ﹤0.01% | 1041 |
|
|
2016
Q4 | – | Sell |
-4,173
| Closed | -$255K | – | 158 |
|
|
2016
Q3 | $255K | Buy |
+4,173
| New | +$255K | 0.08% | 114 |
|