EWM
Elmwood Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-246
| Closed | -$17K | – | 332 |
|
|
2021
Q1 | $17K | Buy |
+246
| New | +$17K | 0.01% | 226 |
|
|
2020
Q3 | $17K | Hold |
246
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $17K | Hold |
246
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $15.3K | Buy |
+246
| New | +$15.3K | 0.01% | 174 |
|
|
2019
Q4 | – | Sell |
-901
| Closed | -$81K | – | 251 |
|
|
2019
Q3 | $81K | Hold |
901
| – | – | 0.08% | 100 |
|
|
2019
Q2 | $73K | Buy |
+901
| New | +$73K | 0.06% | 113 |
|
|
2018
Q4 | – | Sell |
-246
| Closed | -$15.8K | – | 316 |
|
|
2018
Q3 | $15.8K | Sell |
246
-246
| -50% | -$15.8K | 0.01% | 183 |
|
|
2018
Q2 | $31.6K | Buy |
492
+246
| +100% | +$15.8K | 0.03% | 147 |
|
|
2018
Q1 | $15.3K | Buy |
+246
| New | +$15.3K | 0.01% | 174 |
|