Atlas Private Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-155
| Closed | -$11K | – | 724 |
|
|
2021
Q3 | $11K | Hold |
155
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $11K | Hold |
155
| – | – | 0.01% | 459 |
|
|
2021
Q1 | $11K | Hold |
155
| – | – | 0.01% | 491 |
|
|
2020
Q4 | $11K | Hold |
155
| – | – | 0.01% | 416 |
|
|
2020
Q3 | $10K | Hold |
155
| – | – | 0.01% | 394 |
|
|
2020
Q2 | $10K | Buy |
+155
| New | +$10K | 0.01% | 412 |
|