BBWP
Beacon Bridge Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,332
| Closed | -$216K | – | 115 |
|
|
2023
Q4 | $216K | Buy |
+3,332
| New | +$216K | 0.11% | 98 |
|
|
2023
Q3 | – | Sell |
-3,613
| Closed | -$244K | – | 103 |
|
|
2023
Q2 | $244K | Buy |
3,613
+328
| +10% | +$22.2K | 0.12% | 83 |
|
|
2023
Q1 | $254K | Buy |
3,285
+5
| +0.2% | +$387 | 0.15% | 77 |
|
|
2022
Q4 | $256K | Buy |
+3,280
| New | +$256K | 0.19% | 76 |
|