Chapin Davis’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,975
Closed -$377K 242
2023
Q1
$377K Buy
4,975
+1
+0% +$76 0.2% 130
2022
Q4
$381K Buy
+4,974
New +$381K 0.22% 116