Veritable’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,329
| Closed | -$220K | – | 834 |
|
|
2023
Q2 | $220K | Sell |
3,329
-2
| -0.1% | -$132 | ﹤0.01% | 810 |
|
|
2023
Q1 | $253K | Hold |
3,331
| – | – | ﹤0.01% | 748 |
|
|
2022
Q4 | $255K | Sell |
3,331
-252
| -7% | -$19.3K | ﹤0.01% | 711 |
|
|
2022
Q3 | $245K | Sell |
3,583
-21
| -0.6% | -$1.44K | ﹤0.01% | 688 |
|
|
2022
Q2 | $292K | Buy |
3,604
+244
| +7% | +$19.8K | 0.01% | 689 |
|
|
2022
Q1 | $266K | Buy |
3,360
+154
| +5% | +$12.2K | ﹤0.01% | 754 |
|
|
2021
Q4 | $258K | Buy |
3,206
+14
| +0.4% | +$1.13K | ﹤0.01% | 767 |
|
|
2021
Q3 | $228K | Buy |
3,192
+420
| +15% | +$30K | ﹤0.01% | 790 |
|
|
2021
Q2 | $203K | Buy |
+2,772
| New | +$203K | ﹤0.01% | 833 |
|
|
2016
Q2 | – | Sell |
-5,281
| Closed | -$322K | – | 745 |
|
|
2016
Q1 | $322K | Buy |
+5,281
| New | +$322K | 0.01% | 548 |
|
|
2015
Q2 | – | Sell |
-3,369
| Closed | -$224K | – | 877 |
|
|
2015
Q1 | $224K | Buy |
+3,369
| New | +$224K | ﹤0.01% | 844 |
|