AP
Advisor Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $286K | Sell |
3,448
-206
| -6% | -$17.1K | 0.02% | 655 |
|
|
2022
Q1 | $295K | Buy |
3,654
+25
| +0.7% | +$2.02K | 0.02% | 681 |
|
|
2021
Q4 | $298K | Sell |
3,629
-26
| -0.7% | -$2.14K | 0.02% | 669 |
|
|
2021
Q3 | $267K | Hold |
3,655
| – | – | 0.02% | 678 |
|
|
2021
Q2 | $273K | Hold |
3,655
| – | – | 0.02% | 681 |
|
|
2021
Q1 | $259K | Sell |
3,655
-40
| -1% | -$2.83K | 0.02% | 681 |
|
|
2020
Q4 | $261K | Hold |
3,695
| – | – | 0.02% | 624 |
|
|
2020
Q3 | $241K | Sell |
3,695
-30
| -0.8% | -$1.96K | 0.02% | 582 |
|
|
2020
Q2 | $252K | Sell |
3,725
-10
| -0.3% | -$677 | 0.02% | 572 |
|
|
2020
Q1 | $216K | Sell |
3,735
-138
| -4% | -$7.98K | 0.03% | 527 |
|
|
2019
Q4 | $322K | Sell |
3,873
-244
| -6% | -$20.3K | 0.03% | 475 |
|
|
2019
Q3 | $368K | Buy |
+4,117
| New | +$368K | 0.04% | 401 |
|