CWM
Curi Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$66K | – | 703 |
|
|
2022
Q2 | $66K | Hold |
800
| – | – | 0.01% | 204 |
|
|
2022
Q1 | $64K | Hold |
800
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $65K | Buy |
+800
| New | +$65K | 0.01% | 174 |
|
|
2021
Q1 | – | Sell |
-800
| Closed | -$56K | – | 497 |
|
|
2020
Q4 | $56K | Buy |
+800
| New | +$56K | 0.04% | 150 |
|