IWA
Independence Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $509K | Hold |
7,213
| – | – | 1.14% | 10 |
|
|
2020
Q3 | $469K | Sell |
7,213
-368
| -5% | -$23.9K | 1.21% | 10 |
|
|
2020
Q2 | $513K | Buy |
7,581
+6
| +0.1% | +$406 | 1.23% | 14 |
|
|
2020
Q1 | $440K | Sell |
7,575
-1,859
| -20% | -$108K | 0.53% | 19 |
|
|
2019
Q4 | $755K | Buy |
9,434
+4
| +0% | +$320 | 0.73% | 18 |
|
|
2019
Q3 | $844K | Buy |
9,430
+4
| +0% | +$358 | 0.89% | 19 |
|
|
2019
Q2 | $765K | Buy |
9,426
+5
| +0.1% | +$406 | 0.75% | 19 |
|
|
2019
Q1 | $738K | Buy |
9,421
+5
| +0.1% | +$392 | 0.8% | 18 |
|
|
2018
Q4 | $615K | Buy |
9,416
+626
| +7% | +$40.9K | 0.74% | 18 |
|
|
2018
Q3 | $565K | Hold |
8,790
| – | – | 0.57% | 17 |
|
|
2018
Q2 | $583K | Hold |
8,790
| – | – | 0.61% | 17 |
|
|
2018
Q1 | $545K | Hold |
8,790
| – | – | 0.5% | 22 |
|
|
2017
Q4 | $606K | Buy |
+8,790
| New | +$606K | 0.55% | 21 |
|