CWM

Cedar Wealth Management’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-300	Closed	-$19.4K	–	360
2023 Q4	$19.4K	Hold	300	–	–	0.01%	198
2023 Q3	$16.2K	Sell	300 -1,200	-80%	-$64.9K	0.01%	209
2023 Q2	$101K	Buy	1,500 +700	+88%	+$47.3K	0.04%	126
2023 Q1	$62K	Hold	800	–	–	0.03%	140
2022 Q4	$62.5K	Hold	800	–	–	0.03%	131
2022 Q3	$56K	Hold	800	–	–	0.03%	157
2022 Q2	$66K	Hold	800	–	–	0.03%	156
2022 Q1	$65K	Hold	800	–	–	0.03%	166
2021 Q4	$66K	Hold	800	–	–	0.03%	169
2021 Q3	$58K	Hold	800	–	–	0.03%	156
2021 Q2	$60K	Hold	800	–	–	0.03%	160
2021 Q1	$57K	Hold	800	–	–	0.03%	150
2020 Q4	$56K	Hold	800	–	–	0.03%	131
2020 Q3	$52K	Hold	800	–	–	0.03%	129
2020 Q2	$54K	Hold	800	–	–	0.04%	121
2020 Q1	$46K	Hold	800	–	–	0.03%	128
2019 Q4	$64K	Hold	800	–	–	0.04%	82
2019 Q3	$72K	Hold	800	–	–	0.05%	86
2019 Q2	$65K	Hold	800	–	–	0.04%	98
2019 Q1	$63K	Hold	800	–	–	0.04%	94
2018 Q4	$52K	Buy	800 +100	+14%	+$6.5K	0.04%	81
2018 Q3	$45K	Hold	700	–	–	0.02%	90
2018 Q2	$46K	Hold	700	–	–	0.03%	83
2018 Q1	$43K	Hold	700	–	–	0.03%	88
2017 Q4	$48K	Hold	700	–	–	0.03%	86
2017 Q3	$47K	Hold	700	–	–	0.03%	89
2017 Q2	$46K	Hold	700	–	–	0.03%	87
2017 Q1	$44K	Hold	700	–	–	0.03%	84
2016 Q4	$41K	Hold	700	–	–	0.03%	83
2016 Q3	$45K	Hold	700	–	–	0.03%	68
2016 Q2	$49K	Hold	700	–	–	0.03%	79
2016 Q1	$44K	Buy	+700	New	+$44K	0.03%	66