Cresset Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,704
| Closed | -$285K | – | 1793 |
|
|
2023
Q1 | $285K | Sell |
3,704
-519
| -12% | -$39.9K | 0.01% | 646 |
|
|
2022
Q4 | $289K | Buy |
+4,223
| New | +$289K | ﹤0.01% | 538 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$5K | – | 1720 |
|
|
2019
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 1385 |
|