WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $354K | Buy |
5,471
+3,078
| +129% | +$199K | 0.08% | 259 |
|
|
2017
Q1 | $146K | Buy |
2,393
+1,470
| +159% | +$89.7K | 0.04% | 398 |
|
|
2016
Q4 | $53K | Buy |
923
+14
| +2% | +$804 | 0.01% | 705 |
|
|
2016
Q3 | $57K | Sell |
909
-37
| -4% | -$2.32K | 0.01% | 675 |
|
|
2016
Q2 | $64K | Sell |
946
-87
| -8% | -$5.89K | 0.02% | 628 |
|
|
2016
Q1 | $63K | Buy |
1,033
+16
| +2% | +$976 | 0.02% | 602 |
|
|
2015
Q4 | $59K | Buy |
1,017
+14
| +1% | +$812 | 0.02% | 622 |
|
|
2015
Q3 | $57K | Sell |
1,003
-167
| -14% | -$9.49K | 0.02% | 607 |
|
|
2015
Q2 | $68K | Buy |
1,170
+10
| +0.9% | +$581 | 0.02% | 641 |
|
|
2015
Q1 | $77K | Sell |
1,160
-1,024
| -47% | -$68K | 0.02% | 611 |
|
|
2014
Q4 | $150K | Sell |
2,184
-38
| -2% | -$2.61K | 0.03% | 526 |
|
|
2014
Q3 | $139K | Sell |
2,222
-4,219
| -66% | -$264K | 0.03% | 548 |
|
|
2014
Q2 | $406K | Sell |
6,441
-899
| -12% | -$56.7K | 0.08% | 298 |
|
|
2014
Q1 | $432K | Buy |
7,340
+1,193
| +19% | +$70.2K | 0.09% | 266 |
|
|
2013
Q4 | $369K | Buy |
6,147
+251
| +4% | +$15.1K | 0.05% | 374 |
|
|
2013
Q3 | $374K | Buy |
5,896
+982
| +20% | +$62.3K | 0.06% | 339 |
|
|
2013
Q2 | $318K | Buy |
+4,914
| New | +$318K | 0.05% | 357 |
|