Horizon Wealth Management’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
Q3
Sell
-3,324
Closed -$270K 111
2022
Q2
$270K Buy
3,324
+16
+0.5% +$1.3K 0.11% 80
2022
Q1
$262K Sell
3,308
-790
-19% -$62.6K 0.08% 91
2021
Q4
$329K Buy
+4,098
New +$329K 0.1% 83