Claraphi Advisory Network’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $886K | Buy |
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|
2018
Q3 | $347K | Hold |
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|
2018
Q2 | $358K | Hold |
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|
2018
Q1 | $334K | Buy |
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|
2017
Q4 | $347K | Buy |
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