Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $486K | Buy |
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|
2020
Q2 | $505K | Hold |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $582K | Sell |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $574K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $400K | Sell |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $493K | Sell |
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|
2017
Q3 | $770K | Sell |
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|
2017
Q2 | $1.67M | Buy |
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|
2017
Q1 | $1.35M | Sell |
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|
2016
Q4 | $1.29M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $424K | Sell |
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|
2016
Q1 | $392K | Sell |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | $323K | Buy |
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|
2015
Q1 | $203K | Sell |
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|
2014
Q4 | $308K | Buy |
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|
2014
Q3 | $223K | Buy |
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|
2014
Q2 | $180K | Hold |
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|
2014
Q1 | $168K | Hold |
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|
2013
Q4 | $172K | Buy |
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