Barrett & Company’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-702
| Closed | -$45.5K | – | 637 |
|
|
2023
Q4 | $45.5K | Sell |
702
-15
| -2% | -$972 | 0.02% | 263 |
|
|
2023
Q3 | $38K | Hold |
717
| – | – | 0.02% | 270 |
|
|
2023
Q2 | $47.4K | Hold |
717
| – | – | 0.03% | 254 |
|
|
2023
Q1 | $54.4K | Hold |
717
| – | – | 0.03% | 238 |
|
|
2022
Q4 | $54.9K | Hold |
717
| – | – | 0.04% | 225 |
|
|
2022
Q3 | $54.9K | Buy |
+717
| New | +$54.9K | 0.04% | 225 |
|