CSWM
Cassady Schiller Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54 | Buy |
+1
| New | +$54 | ﹤0.01% | 1127 |
|
|
2024
Q3 | – | Sell |
-740
| Closed | -$40.7K | – | 484 |
|
|
2024
Q2 | $40.7K | Hold |
740
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $41.8K | Hold |
740
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $48K | Hold |
740
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $40K | Hold |
740
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $50K | Buy |
+740
| New | +$50K | 0.03% | 194 |
|