Vantage Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 620 |
|
2018
Q2 | $7K | Hold |
102
| – | – | ﹤0.01% | 600 |
|
2018
Q1 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 648 |
|
2016
Q3 | – | Sell |
-790
| Closed | -$54K | – | 850 |
|
2016
Q2 | $54K | Hold |
790
| – | – | 0.02% | 251 |
|
2016
Q1 | $48K | Buy |
+790
| New | +$48K | 0.02% | 253 |
|