GBWM
Granite Bay Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-56,217
| Closed | -$3.26M | – | 293 |
|
|
2023
Q4 | $3.26M | Sell |
56,217
-4,609
| -8% | -$267K | 0.03% | 134 |
|
|
2023
Q3 | $3.98M | Buy |
+60,826
| New | +$3.98M | 0.04% | 129 |
|
|
2023
Q2 | – | Sell |
-7,939
| Closed | -$615K | – | 76 |
|
|
2023
Q1 | $615K | Sell |
7,939
-266
| -3% | -$20.6K | 0.43% | 40 |
|
|
2022
Q4 | $641K | Sell |
8,205
-239
| -3% | -$18.7K | 0.42% | 31 |
|
|
2022
Q3 | $589K | Buy |
8,444
+509
| +6% | +$35.5K | 0.47% | 30 |
|
|
2022
Q2 | $657K | Buy |
7,935
+79
| +1% | +$6.54K | 0.51% | 28 |
|
|
2022
Q1 | $635K | Buy |
7,856
+83
| +1% | +$6.71K | 0.51% | 29 |
|
|
2021
Q4 | $638K | Buy |
+7,773
| New | +$638K | 0.63% | 28 |
|