Xact Kapitalforvaltning’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.16M | Buy |
37,985
+5,099
| +16% | +$290K | 0.05% | 321 |
|
|
2019
Q4 | $2.58M | Buy |
32,886
+8,382
| +34% | +$657K | 0.04% | 357 |
|
|
2019
Q3 | $2.15M | Buy |
24,504
+4,799
| +24% | +$421K | 0.04% | 377 |
|
|
2019
Q2 | $1.57M | Buy |
19,705
+4,594
| +30% | +$365K | 0.03% | 426 |
|
|
2019
Q1 | $1.16M | Buy |
15,111
+9,291
| +160% | +$713K | 0.03% | 533 |
|
|
2018
Q4 | $372K | Sell |
5,820
-3,903
| -40% | -$249K | 0.01% | 1092 |
|
|
2018
Q3 | $612K | Hold |
9,723
| – | – | 0.01% | 823 |
|
|
2018
Q2 | $632K | Buy |
9,723
+2,246
| +30% | +$146K | 0.01% | 777 |
|
|
2018
Q1 | $454K | Buy |
7,477
+3,063
| +69% | +$186K | 0.01% | 893 |
|
|
2017
Q4 | $298K | Buy |
+4,414
| New | +$298K | 0.01% | 956 |
|