Alta Advisers’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-700
| Closed | -$38.5K | – | 445 |
|
|
2024
Q2 | $38.5K | Hold |
700
| – | – | 0.02% | 391 |
|
|
2024
Q1 | $39.5K | Hold |
700
| – | – | 0.02% | 388 |
|
|
2023
Q4 | $45.4K | Sell |
700
-15
| -2% | -$972 | 0.02% | 387 |
|
|
2023
Q3 | $37.9K | Hold |
715
| – | – | 0.02% | 386 |
|
|
2023
Q2 | $47.3K | Buy |
+715
| New | +$47.3K | 0.03% | 378 |
|