BCWM
Bartlett & Co Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-48
| Closed | -$3.29K | – | 1207 |
|
|
2023
Q2 | $3.29K | Hold |
48
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q1 | $3.77K | Hold |
48
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $3.8K | Buy |
+48
| New | +$3.8K | ﹤0.01% | 949 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$2.96K | – | 894 |
|
|
2021
Q3 | $2.96K | Buy |
+40
| New | +$2.96K | ﹤0.01% | 829 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$2.75K | – | 870 |
|
|
2020
Q2 | $2.75K | Buy |
+40
| New | +$2.75K | ﹤0.01% | 773 |
|