EWM
EPG 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 |
-2,694
| Closed | -$209K | – | 431 |
|
|
2023
Q1 | $209K | Sell |
2,694
-179
| -6% | -$13.9K | 0.07% | 228 |
|
|
2022
Q4 | $225K | Buy |
+2,873
| New | +$225K | 0.09% | 197 |
|
|
2022
Q3 | – | Sell |
-2,815
| Closed | -$233K | – | 395 |
|
|
2022
Q2 | $233K | Buy |
2,815
+29
| +1% | +$2.4K | 0.1% | 189 |
|
|
2022
Q1 | $225K | Buy |
+2,786
| New | +$225K | 0.08% | 216 |
|
|
2020
Q2 | – | Sell |
-383
| Closed | -$22K | – | 785 |
|
|
2020
Q1 | $22K | Buy |
+383
| New | +$22K | 0.02% | 389 |
|