WealthTrust-Arizona’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
Q4 | $135K | Buy |
2,114
+1,427
| +208% | +$91.1K | 0.08% | 79 |
|
|
2018
Q3 | $43K | Hold |
687
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $45K | Hold |
687
| – | – | 0.02% | 162 |
|
|
2018
Q1 | $42K | Hold |
687
| – | – | 0.02% | 179 |
|
|
2017
Q4 | $46K | Hold |
687
| – | – | 0.02% | 172 |
|
|
2017
Q3 | $45K | Hold |
687
| – | – | 0.02% | 174 |
|
|
2017
Q2 | $44K | Hold |
687
| – | – | 0.02% | 172 |
|
|
2017
Q1 | $42K | Hold |
687
| – | – | 0.02% | 175 |
|
|
2016
Q4 | $40K | Hold |
687
| – | – | 0.02% | 176 |
|
|
2016
Q3 | $43K | Hold |
687
| – | – | 0.03% | 160 |
|
|
2016
Q2 | $47K | Hold |
687
| – | – | 0.03% | 149 |
|
|
2016
Q1 | $42K | Hold |
687
| – | – | 0.03% | 161 |
|
|
2015
Q4 | $40K | Hold |
687
| – | – | 0.02% | 176 |
|
|
2015
Q3 | $39K | Hold |
687
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $40K | Hold |
687
| – | – | 0.02% | 183 |
|
|
2015
Q1 | $46K | Hold |
687
| – | – | 0.03% | 168 |
|
|
2014
Q4 | $47K | Hold |
687
| – | – | 0.04% | 159 |
|
|
2014
Q3 | $43K | Hold |
687
| – | – | 0.05% | 178 |
|
|
2014
Q2 | $43K | Hold |
687
| – | – | 0.05% | 185 |
|
|
2014
Q1 | $40K | Buy |
+687
| New | +$40K | 0.05% | 188 |
|