WFG Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $354K | Buy |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $53K | Buy |
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|
2016
Q3 | $57K | Sell |
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|
2016
Q2 | $64K | Sell |
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|
2016
Q1 | $63K | Buy |
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|
2015
Q4 | $59K | Buy |
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|
2015
Q3 | $57K | Sell |
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|
2015
Q2 | $68K | Buy |
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|
2015
Q1 | $77K | Sell |
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|
2014
Q4 | $150K | Sell |
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|
2014
Q3 | $139K | Sell |
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|
2014
Q2 | $406K | Sell |
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|
2014
Q1 | $432K | Buy |
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|
2013
Q4 | $369K | Buy |
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|
2013
Q3 | $374K | Buy |
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|
2013
Q2 | $318K | Buy |
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