EWM
Evermay Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-550
| Closed | -$44K | – | 569 |
|
|
2022
Q1 | $44K | Hold |
550
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $45K | Hold |
550
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $40K | Sell |
550
-200
| -27% | -$14.5K | 0.01% | 289 |
|
|
2021
Q2 | $56K | Buy |
+750
| New | +$56K | 0.01% | 272 |
|