FSWA
Financial Synergies Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-271
| Closed | -$15.3K | – | 483 |
|
|
2024
Q1 | $15.3K | Buy |
+271
| New | +$15.3K | ﹤0.01% | 220 |
|
|
2023
Q4 | – | Sell |
-262
| Closed | -$14.2K | – | 552 |
|
|
2023
Q3 | $14.2K | Buy |
262
+4
| +2% | +$216 | ﹤0.01% | 209 |
|
|
2023
Q2 | $17.4K | Buy |
258
+3
| +1% | +$203 | ﹤0.01% | 185 |
|
|
2023
Q1 | $19.7K | Buy |
+255
| New | +$19.7K | ﹤0.01% | 179 |
|