Freedman Financial Associates’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-245
| Closed | -$19K | – | 464 |
|
|
2022
Q1 | $19K | Hold |
245
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $20K | Hold |
245
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $18K | Hold |
245
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $18K | Hold |
245
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $17K | Hold |
245
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $17K | Buy |
+245
| New | +$17K | 0.02% | 309 |
|