Credential Qtrade Securities’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,054
| Closed | -$611K | – | 423 |
|
|
2023
Q1 | $611K | Buy |
8,054
+199
| +3% | +$15.1K | 0.04% | 171 |
|
|
2022
Q4 | $601K | Sell |
7,855
-560
| -7% | -$42.9K | 0.04% | 168 |
|
|
2022
Q3 | $575K | Sell |
8,415
-6,158
| -42% | -$421K | 0.04% | 155 |
|
|
2022
Q2 | $1.18M | Buy |
14,573
+3,094
| +27% | +$251K | 0.08% | 114 |
|
|
2022
Q1 | $909K | Buy |
+11,479
| New | +$909K | 0.06% | 144 |
|