Beck Capital Management’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
Q2 | – | Sell |
-4,495
| Closed | -$341K | – | 130 |
|
|
2023
Q1 | $341K | Sell |
4,495
-33
| -0.7% | -$2.5K | 0.15% | 104 |
|
|
2022
Q4 | $347K | Buy |
4,528
+45
| +1% | +$3.44K | 0.15% | 116 |
|
|
2022
Q3 | $307K | Buy |
4,483
+47
| +1% | +$3.22K | 0.13% | 117 |
|
|
2022
Q2 | $360K | Sell |
4,436
-170
| -4% | -$13.8K | 0.16% | 107 |
|
|
2022
Q1 | $365K | Buy |
+4,606
| New | +$365K | 0.11% | 138 |
|