Bank Julius Baer & Co’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
Q3 | – | Sell |
-805
| Closed | -$53K | – | 582 |
|
|
2023
Q2 | $53K | Sell |
805
-11
| -1% | -$724 | ﹤0.01% | 495 |
|
|
2023
Q1 | $62K | Sell |
816
-1
| -0.1% | -$76 | ﹤0.01% | 510 |
|
|
2022
Q4 | $63K | Buy |
817
+9
| +1% | +$694 | ﹤0.01% | 503 |
|
|
2022
Q3 | $55K | Sell |
808
-14
| -2% | -$953 | ﹤0.01% | 499 |
|
|
2022
Q2 | $67K | Sell |
822
-508
| -38% | -$41.4K | ﹤0.01% | 513 |
|
|
2022
Q1 | $105K | Buy |
+1,330
| New | +$105K | ﹤0.01% | 482 |
|
|
2020
Q3 | – | Sell |
-615
| Closed | -$41K | – | 782 |
|
|
2020
Q2 | $41K | Sell |
615
-2,442
| -80% | -$163K | ﹤0.01% | 580 |
|
|
2020
Q1 | $174K | Buy |
+3,057
| New | +$174K | ﹤0.01% | 411 |
|