Zions Bancorporation’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33
| Closed | -$1.82K | – | 932 |
|
|
2024
Q2 | $1.82K | Sell |
33
-4
| -11% | -$220 | ﹤0.01% | 859 |
|
|
2024
Q1 | $2.09K | Sell |
37
-40
| -52% | -$2.26K | ﹤0.01% | 829 |
|
|
2023
Q4 | $4.99K | Buy |
77
+36
| +88% | +$2.33K | ﹤0.01% | 747 |
|
|
2023
Q3 | $2.16K | Sell |
41
-50
| -55% | -$2.64K | ﹤0.01% | 807 |
|
|
2023
Q2 | $6.01K | Buy |
91
+31
| +52% | +$2.05K | ﹤0.01% | 707 |
|
|
2023
Q1 | $4.57K | Sell |
60
-8
| -12% | -$609 | ﹤0.01% | 749 |
|
|
2022
Q4 | $5.24K | Hold |
68
| – | – | ﹤0.01% | 845 |
|
|
2022
Q3 | $5K | Hold |
68
| – | – | ﹤0.01% | 789 |
|
|
2022
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 974 |
|
|
2021
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 852 |
|
|
2021
Q3 | $5K | Sell |
68
-18
| -21% | -$1.32K | ﹤0.01% | 835 |
|
|
2021
Q2 | $6K | Hold |
86
| – | – | ﹤0.01% | 812 |
|
|
2021
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 795 |
|
|
2020
Q4 | $6K | Sell |
86
-3
| -3% | -$209 | ﹤0.01% | 771 |
|
|
2020
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 794 |
|
|
2020
Q2 | $6K | Buy |
89
+41
| +85% | +$2.76K | ﹤0.01% | 731 |
|
|
2020
Q1 | $3K | Buy |
48
+17
| +55% | +$1.06K | ﹤0.01% | 782 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 901 |
|
|
2019
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 831 |
|
|
2019
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 861 |
|
|
2018
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 430 |
|