Voya 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,795
| Closed | -$678K | – | 620 |
|
|
2021
Q1 | $678K | Buy |
9,795
+348
| +4% | +$24.1K | 0.03% | 358 |
|
|
2020
Q4 | $645K | Sell |
9,447
-63
| -0.7% | -$4.3K | 0.03% | 346 |
|
|
2020
Q3 | $607K | Buy |
9,510
+1,006
| +12% | +$64.2K | 0.03% | 331 |
|
|
2020
Q2 | $557K | Sell |
8,504
-4
| -0% | -$262 | 0.03% | 337 |
|
|
2020
Q1 | $494K | Sell |
8,508
-1,492
| -15% | -$86.6K | 0.03% | 355 |
|
|
2019
Q4 | $774K | Sell |
10,000
-350
| -3% | -$27.1K | 0.04% | 310 |
|
|
2019
Q3 | $913K | Buy |
10,350
+231
| +2% | +$20.4K | 0.05% | 260 |
|
|
2019
Q2 | $807K | Buy |
10,119
+595
| +6% | +$47.5K | 0.04% | 279 |
|
|
2019
Q1 | $731K | Buy |
9,524
+301
| +3% | +$23.1K | 0.04% | 280 |
|
|
2018
Q4 | $589K | Buy |
9,223
+1,516
| +20% | +$96.8K | 0.04% | 286 |
|
|
2018
Q3 | $485K | Sell |
7,707
-103
| -1% | -$6.48K | 0.03% | 363 |
|
|
2018
Q2 | $506K | Buy |
7,810
+245
| +3% | +$15.9K | 0.03% | 315 |
|
|
2018
Q1 | $461K | Sell |
7,565
-3
| -0% | -$183 | 0.03% | 333 |
|
|
2017
Q4 | $513K | Buy |
7,568
+24
| +0.3% | +$1.63K | 0.03% | 320 |
|
|
2017
Q3 | $507K | Sell |
7,544
-6,021
| -44% | -$405K | 0.03% | 313 |
|
|
2017
Q2 | $874K | Buy |
13,565
+742
| +6% | +$47.8K | 0.06% | 224 |
|
|
2017
Q1 | $775K | Buy |
12,823
+1,286
| +11% | +$77.7K | 0.06% | 227 |
|
|
2016
Q4 | $660K | Buy |
11,537
+3,519
| +44% | +$201K | 0.06% | 232 |
|
|
2016
Q3 | $514K | Buy |
8,018
+2,262
| +39% | +$145K | 0.05% | 239 |
|
|
2016
Q2 | $389K | Buy |
5,756
+1,615
| +39% | +$109K | 0.05% | 259 |
|
|
2016
Q1 | $249K | Buy |
4,141
+64
| +2% | +$3.85K | 0.03% | 314 |
|
|
2015
Q4 | $238K | Buy |
+4,077
| New | +$238K | 0.04% | 300 |
|