All Season Financial Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,770
| Closed | -$438K | – | 127 |
|
|
2023
Q1 | $438K | Sell |
5,770
-3,375
| -37% | -$256K | 0.4% | 76 |
|
|
2022
Q4 | $700K | Buy |
9,145
+172
| +2% | +$13.2K | 0.62% | 38 |
|
|
2022
Q3 | $613K | Buy |
8,973
+327
| +4% | +$22.3K | 0.67% | 32 |
|
|
2022
Q2 | $702K | Buy |
8,646
+70
| +0.8% | +$5.68K | 0.6% | 36 |
|
|
2022
Q1 | $679K | Buy |
8,576
+1,226
| +17% | +$97.1K | 0.48% | 43 |
|
|
2021
Q4 | $591K | Sell |
7,350
-953
| -11% | -$76.6K | 0.41% | 46 |
|
|
2021
Q3 | $594K | Buy |
8,303
+2,905
| +54% | +$208K | 0.48% | 44 |
|
|
2021
Q2 | $394K | Buy |
+5,398
| New | +$394K | 0.28% | 77 |
|