AWS
Arkfeld Wealth Strategies’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-83,657
| Closed | -$4.62M | – | 96 |
|
|
2024
Q2 | $4.62M | Buy |
83,657
+1,898
| +2% | +$105K | 2.34% | 10 |
|
|
2024
Q1 | $4.55M | Buy |
81,759
+30,491
| +59% | +$1.7M | 2.49% | 9 |
|
|
2023
Q4 | $3.43M | Buy |
51,268
+9,048
| +21% | +$604K | 2.25% | 11 |
|
|
2023
Q3 | $2.27M | Buy |
+42,220
| New | +$2.27M | 1.63% | 15 |
|