Allie Family Office’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
-2,859
Closed -$217K 81
2023
Q1
$217K Hold
2,859
0.16% 67
2022
Q4
$219K Buy
+2,859
New +$219K 0.18% 69
2022
Q3
Sell
-2,859
Closed -$232K 77
2022
Q2
$232K Buy
+2,859
New +$232K 0.19% 64