AIA
Allied Investment Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,945
| Closed | -$228K | – | 63 |
|
|
2023
Q1 | $228K | Hold |
2,945
| – | – | 0.07% | 52 |
|
|
2022
Q4 | $230K | Hold |
2,945
| – | – | 0.07% | 51 |
|
|
2022
Q3 | $206K | Sell |
2,945
-75
| -2% | -$5.25K | 0.08% | 53 |
|
|
2022
Q2 | $250K | Hold |
3,020
| – | – | 0.09% | 50 |
|
|
2022
Q1 | $244K | Hold |
3,020
| – | – | 0.08% | 53 |
|
|
2021
Q4 | $248K | Buy |
+3,020
| New | +$248K | 0.08% | 54 |
|