GWANC
Guardian Wealth Advisors (North Carolina)’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,860
| Closed | -$225K | – | 439 |
|
|
2023
Q1 | $225K | Sell |
2,860
-37
| -1% | -$2.91K | 0.04% | 201 |
|
|
2022
Q4 | $229K | Sell |
2,897
-63
| -2% | -$4.99K | 0.04% | 183 |
|
|
2022
Q3 | $210K | Sell |
2,960
-372
| -11% | -$26.4K | 0.04% | 180 |
|
|
2022
Q2 | $280K | Sell |
3,332
-29
| -0.9% | -$2.44K | 0.05% | 153 |
|
|
2022
Q1 | $275K | Sell |
3,361
-408
| -11% | -$33.4K | 0.12% | 129 |
|
|
2021
Q4 | $309K | Buy |
+3,769
| New | +$309K | 0.13% | 116 |
|