Avidian Wealth Enterprises’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
Q4 | – | Sell |
-4,039
| Closed | -$214K | – | 434 |
|
|
2023
Q3 | $214K | Buy |
4,039
+869
| +27% | +$46K | 0.02% | 376 |
|
|
2023
Q2 | $210K | Sell |
3,170
-4,210
| -57% | -$279K | 0.01% | 390 |
|
|
2023
Q1 | $560K | Buy |
7,380
+1,629
| +28% | +$124K | 0.03% | 274 |
|
|
2022
Q4 | $440K | Buy |
+5,751
| New | +$440K | 0.03% | 294 |
|
|
2019
Q1 | – | Sell |
-4,553
| Closed | -$291K | – | 143 |
|
|
2018
Q4 | $291K | Buy |
+4,553
| New | +$291K | 0.1% | 68 |
|