BerganKDV Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16.9K | Sell |
255
-15
| -6% | -$993 | ﹤0.01% | 507 |
|
|
2023
Q1 | $20.4K | Buy |
270
+5
| +2% | +$378 | ﹤0.01% | 515 |
|
|
2022
Q4 | $20.3K | Sell |
265
-10
| -4% | -$768 | ﹤0.01% | 492 |
|
|
2022
Q3 | $19K | Buy |
275
+3
| +1% | +$207 | ﹤0.01% | 504 |
|
|
2022
Q2 | $22K | Buy |
272
+3
| +1% | +$243 | ﹤0.01% | 488 |
|
|
2022
Q1 | $21K | Buy |
269
+4
| +2% | +$312 | ﹤0.01% | 509 |
|
|
2021
Q4 | $21K | Buy |
265
+3
| +1% | +$238 | ﹤0.01% | 539 |
|
|
2021
Q3 | $19K | Buy |
262
+3
| +1% | +$218 | ﹤0.01% | 538 |
|
|
2021
Q2 | $19K | Buy |
259
+4
| +2% | +$293 | ﹤0.01% | 530 |
|
|
2021
Q1 | $18K | Buy |
255
+3
| +1% | +$212 | ﹤0.01% | 503 |
|
|
2020
Q4 | $17K | Buy |
252
+17
| +7% | +$1.15K | ﹤0.01% | 501 |
|
|
2020
Q3 | $15K | Buy |
235
+3
| +1% | +$191 | ﹤0.01% | 461 |
|
|
2020
Q2 | $15K | Buy |
232
+20
| +9% | +$1.29K | ﹤0.01% | 489 |
|
|
2020
Q1 | $12K | Buy |
212
+3
| +1% | +$170 | ﹤0.01% | 476 |
|
|
2019
Q4 | $16K | Buy |
209
+2
| +1% | +$153 | ﹤0.01% | 480 |
|
|
2019
Q3 | $18K | Buy |
+207
| New | +$18K | ﹤0.01% | 447 |
|
|
2019
Q2 | – | Hold |
0
| – | -$15K | – | 459 |
|
|
2019
Q1 | – | Hold |
0
| – | -$13K | – | 475 |
|
|
2018
Q4 | – | Hold |
0
| – | -$12K | – | 445 |
|
|
2018
Q3 | – | Hold |
0
| – | -$13K | – | 468 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 471 |
|