Delos Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$1.67K | – | 351 |
|
|
2024
Q1 | $1.67K | Buy |
30
+1
| +3% | +$56 | ﹤0.01% | 225 |
|
|
2023
Q4 | $1.89K | Sell |
29
-1
| -3% | -$65 | ﹤0.01% | 135 |
|
|
2023
Q3 | $1.87K | Buy |
30
+1
| +3% | +$62 | ﹤0.01% | 178 |
|
|
2023
Q2 | $1.91K | Hold |
29
| – | – | ﹤0.01% | 178 |
|
|
2023
Q1 | $2.16K | Buy |
29
+1
| +4% | +$74 | ﹤0.01% | 188 |
|
|
2022
Q4 | $2.15K | Hold |
28
| – | – | ﹤0.01% | 203 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 203 |
|
|
2022
Q2 | $2K | Buy |
28
+1
| +4% | +$71 | ﹤0.01% | 197 |
|
|
2022
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 394 |
|
|
2021
Q3 | $2K | Buy |
27
+1
| +4% | +$74 | ﹤0.01% | 156 |
|
|
2021
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 150 |
|