WWM
Willingdon Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $10K | Sell |
173
-34,186
| -99% | -$1.98M | ﹤0.01% | 202 |
|
|
2019
Q4 | $2.75M | Buy |
34,359
+1,205
| +4% | +$96.4K | 0.57% | 61 |
|
|
2019
Q3 | $2.97M | Buy |
33,154
+927
| +3% | +$83K | 0.65% | 53 |
|
|
2019
Q2 | $2.62M | Buy |
32,227
+629
| +2% | +$51.1K | 0.61% | 61 |
|
|
2019
Q1 | $2.48M | Buy |
31,598
+955
| +3% | +$74.8K | 0.61% | 64 |
|
|
2018
Q4 | $2M | Sell |
30,643
-1,228
| -4% | -$80.2K | 0.58% | 71 |
|
|
2018
Q3 | $2.05M | Sell |
31,871
-247
| -0.8% | -$15.9K | 0.56% | 74 |
|
|
2018
Q2 | $2.13M | Sell |
32,118
-1,405
| -4% | -$93.2K | 0.65% | 67 |
|
|
2018
Q1 | $2.08M | Sell |
33,523
-9,949
| -23% | -$617K | 0.66% | 63 |
|
|
2017
Q4 | $3M | Sell |
43,472
-527
| -1% | -$36.3K | 0.98% | 39 |
|
|
2017
Q3 | $2.97M | Buy |
+43,999
| New | +$2.97M | 1.08% | 32 |
|