Annex Advisory Services’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 |
-2,790
| Closed | -$212K | – | 265 |
|
|
2023
Q1 | $212K | Hold |
2,790
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $214K | Buy |
+2,790
| New | +$214K | 0.01% | 234 |
|
|
2022
Q3 | – | Sell |
-2,987
| Closed | -$242K | – | 265 |
|
|
2022
Q2 | $242K | Hold |
2,987
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $237K | Buy |
2,987
+197
| +7% | +$15.6K | 0.02% | 221 |
|
|
2021
Q4 | $224K | Buy |
+2,790
| New | +$224K | 0.02% | 226 |
|