Filbrandt Wealth Management’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
Q3 | $52K | Buy |
732
+17
| +2% | +$1.21K | 0.03% | 87 |
|
|
2021
Q2 | $52K | Hold |
715
| – | – | 0.03% | 87 |
|
|
2021
Q1 | $50K | Hold |
715
| – | – | 0.03% | 86 |
|
|
2020
Q4 | $49K | Hold |
715
| – | – | 0.03% | 86 |
|
|
2020
Q3 | $46K | Hold |
715
| – | – | 0.04% | 87 |
|
|
2020
Q2 | $47K | Hold |
715
| – | – | 0.04% | 119 |
|
|
2020
Q1 | $41K | Hold |
715
| – | – | 0.05% | 83 |
|
|
2019
Q4 | $56K | Buy |
+715
| New | +$56K | 0.05% | 76 |
|