Welch Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,653
| Closed | -$151K | – | 156 |
|
|
2020
Q1 | $151K | Hold |
2,653
| – | – | 0.02% | 132 |
|
|
2019
Q4 | $208K | Hold |
2,653
| – | – | 0.02% | 113 |
|
|
2019
Q3 | $233K | Hold |
2,653
| – | – | 0.02% | 108 |
|
|
2019
Q2 | $211K | Sell |
2,653
-199
| -7% | -$15.8K | 0.02% | 106 |
|
|
2019
Q1 | $219K | Hold |
2,852
| – | – | 0.02% | 114 |
|
|
2018
Q4 | $182K | Buy |
2,852
+933
| +49% | +$59.5K | 0.02% | 118 |
|
|
2018
Q3 | $121 | Hold |
1,919
| – | – | 0.01% | 141 |
|
|
2018
Q2 | $125K | Hold |
1,919
| – | – | 0.02% | 129 |
|
|
2018
Q1 | $117K | Hold |
1,919
| – | – | 0.01% | 130 |
|
|
2017
Q4 | $130K | Buy |
+1,919
| New | +$130K | 0.02% | 126 |
|