Affinity Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,982
| Closed | -$204K | – | 120 |
|
|
2022
Q3 | $204K | Buy |
+2,982
| New | +$204K | 0.05% | 91 |
|
|
2019
Q3 | – | Sell |
-9,590
| Closed | -$763K | – | 112 |
|
|
2019
Q2 | $763K | Sell |
9,590
-888
| -8% | -$70.7K | 0.3% | 53 |
|
|
2019
Q1 | $804K | Hold |
10,478
| – | – | 0.32% | 54 |
|
|
2018
Q4 | $671K | Buy |
+10,478
| New | +$671K | 0.41% | 41 |
|