B. Riley Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $251 | Sell |
|
|||||
|
2022
Q1 | $513K | Sell |
|
|||||
|
2021
Q4 | $523K | Buy |
|
|||||
|
2021
Q3 | $465K | Buy |
|
|||||
|
2021
Q2 | $468K | Buy |
|
|||||
|
2021
Q1 | $397K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $417K | Buy |
|
|||||
|
2020
Q2 | $344K | Sell |
|
|||||
|
2020
Q1 | $409K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $245K | Sell |
|
|||||
|
2019
Q2 | $290 | Buy |
|
|||||
|
2019
Q1 | $221K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $52K | Buy |
|
|||||
|
2015
Q1 | $26K | Buy |
|
|||||
|
2014
Q4 | $26K | Buy |
|
|||||
|
2014
Q3 | $24K | Buy |
|
|||||
|
2014
Q2 | $24K | Buy |
|