GLA
Good Life Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,092
| Closed | -$216K | – | 372 |
|
|
2022
Q3 | $216K | Sell |
3,092
-1,010
| -25% | -$70.6K | 0.03% | 302 |
|
|
2022
Q2 | $340K | Sell |
4,102
-149
| -4% | -$12.4K | 0.05% | 242 |
|
|
2022
Q1 | $344K | Buy |
4,251
+322
| +8% | +$26.1K | 0.04% | 260 |
|
|
2021
Q4 | $322K | Buy |
3,929
+532
| +16% | +$43.6K | 0.04% | 278 |
|
|
2021
Q3 | $248K | Buy |
+3,397
| New | +$248K | 0.03% | 302 |
|