JPLA
Joseph P. Lucia & Associates’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$7K | – | 557 |
|
|
2021
Q3 | $7K | Sell |
100
-100
| -50% | -$7K | ﹤0.01% | 417 |
|
|
2021
Q2 | $15K | Buy |
200
+100
| +100% | +$7.5K | 0.01% | 352 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2020
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 369 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$14K | – | 463 |
|
|
2020
Q2 | $14K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $12K | Hold |
200
| – | – | 0.01% | 276 |
|
|
2019
Q4 | $16K | Hold |
200
| – | – | 0.01% | 271 |
|
|
2019
Q3 | $18K | Buy |
200
+100
| +100% | +$9K | 0.02% | 255 |
|
|
2019
Q2 | $8K | Buy |
+100
| New | +$8K | 0.01% | 331 |
|