AWA
Acorn Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,440
| Closed | -$214K | – | 128 |
|
|
2019
Q2 | $214K | Buy |
+2,440
| New | +$214K | 0.2% | 113 |
|
|
2018
Q3 | – | Sell |
-2,209
| Closed | -$145K | – | 451 |
|
|
2018
Q2 | $145K | Sell |
2,209
-1,027
| -32% | -$67.4K | 0.12% | 135 |
|
|
2018
Q1 | $206K | Buy |
3,236
+60
| +2% | +$3.82K | 0.18% | 110 |
|
|
2017
Q4 | $215K | Buy |
+3,176
| New | +$215K | 0.2% | 96 |
|