BWA
Beam Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,003
| Closed | -$1.1M | – | 147 |
|
|
2021
Q3 | $1.1M | Buy |
15,003
+88
| +0.6% | +$6.43K | 0.94% | 31 |
|
|
2021
Q2 | $1.11M | Sell |
14,915
-361
| -2% | -$26.9K | 0.96% | 33 |
|
|
2021
Q1 | $1.08M | Sell |
15,276
-655
| -4% | -$46.4K | 0.96% | 35 |
|
|
2020
Q4 | $1.12M | Sell |
15,931
-2,071
| -12% | -$146K | 1.06% | 29 |
|
|
2020
Q3 | $1.17M | Sell |
18,002
-483
| -3% | -$31.5K | 1.1% | 25 |
|
|
2020
Q2 | $1.25M | Buy |
18,485
+1,185
| +7% | +$80K | 1.26% | 21 |
|
|
2020
Q1 | $1.01M | Buy |
17,300
+548
| +3% | +$31.8K | 1% | 30 |
|
|
2019
Q4 | $1.34M | Buy |
+16,752
| New | +$1.34M | 1.25% | 17 |
|