Zevin Asset Management’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
Q1 | – | Sell |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $537K | Hold |
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|
2019
Q1 | $518K | Sell |
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|
2018
Q4 | $701K | Sell |
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|
2018
Q3 | $699K | Sell |
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|
2018
Q2 | $750K | Buy |
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|
2018
Q1 | $588K | Sell |
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|
2017
Q4 | $719K | Sell |
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|
2017
Q3 | $872K | Buy |
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