Zhang Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $408K | Sell |
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|
2017
Q3 | $625K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $408K | Sell |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $1.2M | Sell |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $2.51M | Buy |
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|
2015
Q4 | $2.38M | Sell |
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|
2015
Q3 | $2.38M | Sell |
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|
2015
Q2 | $2.45M | Buy |
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|
2015
Q1 | $2.82M | Buy |
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|
2014
Q4 | $2.91M | Buy |
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|
2014
Q3 | $2.58M | Buy |
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|
2014
Q2 | $2.53M | Buy |
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|
2014
Q1 | $2.36M | Buy |
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