WAM
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Wealthspire Advisors (Maryland)’s W.P. Carey WPC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-84
Closed -$6K – 2096
2019
Q1 		$6K Hold
84
– – ﹤0.01% 1779
2018
Q4 		$5K Buy
84
+63
+300% +$4.1K ﹤0.01% 1763
2018
Q3 		$1K Hold
21
– – ﹤0.01% 2335
2018
Q2 		$1K Sell
21
-13
-38% -$824 ﹤0.01% 2377
2018
Q1 		$2K Buy
34
+22
+183% +$1.35K ﹤0.01% 2225
2017
Q4 		$1K Buy
+12
New +$821 ﹤0.01% 2354
2017
Q3 		– Sell
-735
Closed -$48K – 2498
2017
Q2 		$48K Hold
735
– – 0.01% 964
2017
Q1 		$45K Hold
735
– – 0.01% 833
2016
Q4 		$43K Hold
735
– – 0.01% 817
2016
Q3 		$46K Hold
735
– – 0.01% 801
2016
Q2 		$50K Hold
735
– – 0.01% 735
2016
Q1 		$45K Hold
735
– – 0.01% 734
2015
Q4 		$42K Buy
+735
New +$44.1K 0.01% 765

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