JB Capital’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 |
-17,296
| Closed | -$1.4M | – | 231 |
|
|
2022
Q2 | $1.4M | Buy |
17,296
+1,195
| +7% | +$97K | 0.15% | 77 |
|
|
2022
Q1 | $1.28M | Sell |
16,101
-3,582
| -18% | -$284K | 0.12% | 78 |
|
|
2021
Q4 | $1.58M | Buy |
19,683
+566
| +3% | +$45.5K | 0.15% | 73 |
|
|
2021
Q3 | $1.37M | Buy |
+19,117
| New | +$1.37M | 0.18% | 79 |
|