Bartlett & 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 |
-49
| Closed | -$3K | – | 1190 |
|
|
2023
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 941 |
|
|
2022
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 957 |
|
|
2021
Q4 | – | Sell |
-41
| Closed | -$3K | – | 894 |
|
|
2021
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 835 |
|
|
2020
Q3 | – | Sell |
-41
| Closed | -$3K | – | 861 |
|
|
2020
Q2 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 778 |
|