Woodmont Investment Counsel’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-204
| Closed | -$13K | – | 622 |
|
|
2016
Q3 | $13K | Buy |
+204
| New | +$13K | ﹤0.01% | 434 |
|
|
2016
Q2 | – | Sell |
-337
| Closed | -$21K | – | 455 |
|
|
2016
Q1 | $21K | Hold |
337
| – | – | 0.01% | 340 |
|
|
2015
Q4 | $19K | Hold |
337
| – | – | 0.01% | 359 |
|
|
2015
Q3 | $19K | Hold |
337
| – | – | 0.01% | 350 |
|
|
2015
Q2 | $19K | Buy |
+337
| New | +$19K | 0.01% | 356 |
|