AGA
Arkos Global Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,414
| Closed | -$221K | – | 146 |
|
|
2023
Q4 | $221K | Buy |
+3,414
| New | +$221K | 0.04% | 100 |
|
|
2023
Q3 | – | Sell |
-3,276
| Closed | -$221K | – | 111 |
|
|
2023
Q2 | $221K | Hold |
3,276
| – | – | 0.04% | 89 |
|
|
2023
Q1 | $254K | Hold |
3,276
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $256K | Hold |
3,276
| – | – | 0.07% | 77 |
|
|
2022
Q3 | $229K | Sell |
3,276
-44
| -1% | -$3.08K | 0.07% | 77 |
|
|
2022
Q2 | $275K | Buy |
3,320
+44
| +1% | +$3.65K | 0.08% | 72 |
|
|
2022
Q1 | $265K | Buy |
+3,276
| New | +$265K | 0.07% | 79 |
|