DGAM
Desjardins Global Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $66.6K | Sell |
1,027
-308
| -23% | -$20K | 0.01% | 505 |
|
|
2023
Q3 | $72.2K | Sell |
1,335
-4,891
| -79% | -$264K | 0.01% | 502 |
|
|
2023
Q2 | $421K | Buy |
+6,226
| New | +$421K | 0.05% | 320 |
|
|
2022
Q2 | – | Sell |
-537
| Closed | -$43K | – | 504 |
|
|
2022
Q1 | $43K | Sell |
537
-32
| -6% | -$2.56K | ﹤0.01% | 428 |
|
|
2021
Q4 | $46K | Buy |
+569
| New | +$46K | ﹤0.01% | 437 |
|