BAM
WPC icon

BOS Asset Management’s W.P. Carey WPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,200
Closed -$216K 150
2023
Q2
$216K Hold
3,200
0.17% 119
2023
Q1
$248K Sell
3,200
-1,125
-26% -$87.1K 0.21% 104
2022
Q4
$338K Buy
+4,325
New +$338K 0.3% 86