Empirical Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,374
| Closed | -$711K | – | 513 |
|
|
2023
Q1 | $711K | Buy |
9,374
+564
| +6% | +$42.8K | 0.03% | 272 |
|
|
2022
Q4 | $674K | Buy |
8,810
+451
| +5% | +$34.5K | 0.03% | 264 |
|
|
2022
Q3 | $571K | Buy |
8,359
+382
| +5% | +$26.1K | 0.03% | 275 |
|
|
2022
Q2 | $647K | Sell |
7,977
-99
| -1% | -$8.03K | 0.03% | 260 |
|
|
2022
Q1 | $639K | Sell |
8,076
-831
| -9% | -$65.8K | 0.03% | 285 |
|
|
2021
Q4 | $716K | Buy |
+8,907
| New | +$716K | 0.04% | 275 |
|