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