BIM
Baldwin Investment Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$243 | – | 238 |
|
|
2022
Q1 | $243 | Hold |
3,000
| – | – | 0.04% | 225 |
|
|
2021
Q4 | $246 | Hold |
3,000
| – | – | 0.04% | 226 |
|
|
2021
Q3 | $219K | Hold |
3,000
| – | – | 0.04% | 235 |
|
|
2021
Q2 | $224K | Buy |
+3,000
| New | +$224K | 0.04% | 232 |
|