EWM
WPC icon

Elmwood Wealth Management’s W.P. Carey WPC Stock Holding History

Elmwood Wealth Management’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-251
Closed -$17K – 332
2021
Q1 		$17K Buy
+251
New +$16.8K 0.01% 226
2020
Q3 		$17K Hold
251
– – 0.01% 169
2020
Q2 		$17K Hold
251
– – 0.01% 169
2020
Q1 		$15.3K Buy
+251
New +$19K 0.01% 174
2019
Q4 		– Sell
-920
Closed -$81K – 251
2019
Q3 		$81K Hold
920
– – 0.08% 100
2019
Q2 		$73K Buy
+920
New +$72.9K 0.06% 113
2018
Q4 		– Sell
-251
Closed -$15.8K – 316
2018
Q3 		$15.8K Sell
251
-251
-50% -$16.2K 0.01% 183
2018
Q2 		$31.6K Buy
502
+251
+100% +$15.9K 0.03% 147
2018
Q1 		$15.3K Buy
+251
New +$15.4K 0.01% 174

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AAMU
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