Atlas Private Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-939
| Closed | -$65K | – | 388 |
|
|
2021
Q1 | $65K | Buy |
939
+99
| +12% | +$6.85K | 0.04% | 170 |
|
|
2020
Q4 | $58K | Hold |
840
| – | – | 0.04% | 176 |
|
|
2020
Q3 | $54K | Hold |
840
| – | – | 0.04% | 179 |
|
|
2020
Q2 | $56K | Hold |
840
| – | – | 0.05% | 189 |
|
|
2020
Q1 | $48K | Hold |
840
| – | – | 0.04% | 184 |
|
|
2019
Q4 | $66K | Buy |
+840
| New | +$66K | 0.05% | 188 |
|