Checchi Capital Advisers’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 |
-4,149
| Closed | -$315K | – | 598 |
|
|
2023
Q1 | $315K | Buy |
4,149
+875
| +27% | +$66.4K | 0.03% | 402 |
|
|
2022
Q4 | $251K | Buy |
+3,274
| New | +$251K | 0.03% | 458 |
|
|
2022
Q3 | – | Sell |
-2,365
| Closed | -$207K | – | 589 |
|
|
2022
Q2 | $207K | Buy |
+2,365
| New | +$207K | 0.02% | 541 |
|
|
2016
Q3 | – | Sell |
-2,510
| Closed | -$171K | – | 1214 |
|
|
2016
Q2 | $171K | Buy |
2,510
+82
| +3% | +$5.59K | 0.02% | 378 |
|
|
2016
Q1 | $148K | Buy |
+2,428
| New | +$148K | 0.03% | 428 |
|