Bridgewealth Advisory Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,276
| Closed | -$212K | – | 89 |
|
|
2023
Q4 | $212K | Buy |
+3,276
| New | +$212K | 0.16% | 73 |
|
|
2023
Q3 | – | Sell |
-4,327
| Closed | -$286K | – | 68 |
|
|
2023
Q2 | $286K | Sell |
4,327
-265
| -6% | -$17.5K | 0.47% | 38 |
|
|
2023
Q1 | $348K | Sell |
4,592
-2,137
| -32% | -$162K | 0.64% | 34 |
|
|
2022
Q4 | $515K | Buy |
+6,729
| New | +$515K | 1.01% | 22 |
|