BWA
BDO Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-57
| Closed | -$4K | – | 1087 |
|
|
2022
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 789 |
|
|
2022
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 835 |
|
|
2021
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 835 |
|
|
2021
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 890 |
|
|
2021
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 920 |
|
|
2021
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 902 |
|
|
2020
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 680 |
|
|
2020
Q3 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 598 |
|