Fiduciary Planning’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,208
| Closed | -$229K | – | 67 |
|
|
2021
Q3 | $229K | Buy |
+3,208
| New | +$229K | 0.12% | 63 |
|
|
2021
Q2 | – | Sell |
-172
| Closed | -$12K | – | 278 |
|
|
2021
Q1 | $12K | Buy |
172
+4
| +2% | +$279 | 0.02% | 156 |
|
|
2020
Q4 | $12K | Buy |
+168
| New | +$12K | 0.02% | 139 |
|