HG
Herbst Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,850
| Closed | -$262K | – | 71 |
|
|
2023
Q3 | $262K | Buy |
4,850
+900
| +23% | +$48.7K | 0.19% | 66 |
|
|
2023
Q2 | $267K | Sell |
3,950
-7,650
| -66% | -$517K | 0.18% | 66 |
|
|
2023
Q1 | $898K | Buy |
11,600
+100
| +0.9% | +$7.75K | 0.63% | 58 |
|
|
2022
Q4 | $899K | Buy |
11,500
+700
| +6% | +$54.7K | 0.73% | 56 |
|
|
2022
Q3 | $754K | Buy |
10,800
+400
| +4% | +$27.9K | 0.62% | 57 |
|
|
2022
Q2 | $867K | Buy |
10,400
+900
| +9% | +$75K | 0.69% | 56 |
|
|
2022
Q1 | $768K | Buy |
+9,500
| New | +$768K | 0.5% | 61 |
|