CWC
Carolinas Wealth Consulting’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19
| Closed | -$1.02K | – | 1063 |
|
|
2023
Q3 | $1.02K | Buy |
19
+3
| +19% | +$161 | ﹤0.01% | 829 |
|
|
2023
Q2 | $1.1K | Buy |
16
+5
| +45% | +$343 | ﹤0.01% | 897 |
|
|
2023
Q1 | $864 | Hold |
11
| – | – | ﹤0.01% | 917 |
|
|
2022
Q4 | $871 | Buy |
+11
| New | +$871 | ﹤0.01% | 914 |
|
|
2021
Q3 | – | Sell |
-458
| Closed | -$35K | – | 1013 |
|
|
2021
Q2 | $35K | Buy |
458
+7
| +2% | +$535 | 0.01% | 413 |
|
|
2021
Q1 | $32K | Buy |
451
+7
| +2% | +$497 | 0.01% | 436 |
|
|
2020
Q4 | $32K | Buy |
444
+6
| +1% | +$432 | 0.01% | 405 |
|
|
2020
Q3 | $29K | Buy |
438
+7
| +2% | +$463 | 0.01% | 355 |
|
|
2020
Q2 | $30K | Buy |
+431
| New | +$30K | 0.01% | 253 |
|