DWM
Doyle 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 | $300K | Buy |
4,298
+114
| +3% | +$7.96K | 0.03% | 164 |
|
|
2022
Q2 | $347K | Buy |
4,184
+2
| +0% | +$166 | 0.03% | 157 |
|
|
2022
Q1 | $338K | Sell |
4,182
-39
| -0.9% | -$3.15K | 0.02% | 188 |
|
|
2021
Q4 | $346K | Buy |
4,221
+1
| +0% | +$82 | 0.02% | 175 |
|
|
2021
Q3 | $308K | Buy |
4,220
+42
| +1% | +$3.07K | 0.02% | 184 |
|
|
2021
Q2 | $312K | Buy |
+4,178
| New | +$312K | 0.03% | 177 |
|
|
2021
Q1 | – | Sell |
-2,990
| Closed | -$211K | – | 222 |
|
|
2020
Q4 | $211K | Buy |
+2,990
| New | +$211K | 0.02% | 201 |
|
|
2019
Q3 | – | Sell |
-1,455
| Closed | -$118K | – | 767 |
|
|
2019
Q2 | $118K | Buy |
+1,455
| New | +$118K | 0.02% | 250 |
|
|
2019
Q1 | – | Sell |
-1,441
| Closed | -$94K | – | 761 |
|
|
2018
Q4 | $94K | Buy |
+1,441
| New | +$94K | 0.02% | 266 |
|