Ausdal Financial Partners’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 |
-4,625
| Closed | -$351K | – | 469 |
|
|
2023
Q1 | $351K | Buy |
4,625
+826
| +22% | +$62.7K | 0.05% | 307 |
|
|
2022
Q4 | $291K | Sell |
3,799
-602
| -14% | -$46.1K | 0.04% | 346 |
|
|
2022
Q3 | $301K | Buy |
4,401
+1,044
| +31% | +$71.4K | 0.05% | 330 |
|
|
2022
Q2 | $272K | Buy |
+3,357
| New | +$272K | 0.04% | 363 |
|
|
2020
Q1 | – | Sell |
-3,335
| Closed | -$275K | – | 351 |
|
|
2019
Q4 | $275K | Sell |
3,335
-4,495
| -57% | -$371K | 0.08% | 260 |
|
|
2019
Q3 | $686K | Buy |
7,830
+626
| +9% | +$54.8K | 0.24% | 111 |
|
|
2019
Q2 | $610K | Buy |
7,204
+920
| +15% | +$77.9K | 0.23% | 114 |
|
|
2019
Q1 | $482K | Buy |
+6,284
| New | +$482K | 0.2% | 134 |
|
|
2016
Q1 | – | Sell |
-378
| Closed | -$22K | – | 1024 |
|
|
2015
Q4 | $22K | Buy |
+378
| New | +$22K | 0.01% | 711 |
|