Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-84
| Closed | -$6K | – | 2094 |
|
|
2019
Q1 | $6K | Hold |
84
| – | – | ﹤0.01% | 1779 |
|
|
2018
Q4 | $5K | Buy |
84
+63
| +300% | +$3.75K | ﹤0.01% | 1762 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2333 |
|
|
2018
Q2 | $1K | Sell |
21
-13
| -38% | -$619 | ﹤0.01% | 2375 |
|
|
2018
Q1 | $2K | Buy |
34
+22
| +183% | +$1.29K | ﹤0.01% | 2225 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤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 | +$42K | 0.01% | 765 |
|