JSF Financial’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,550
| Closed | -$207K | – | 116 |
|
|
2022
Q2 | $207K | Hold |
2,550
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $202K | Hold |
2,550
| – | – | 0.09% | 109 |
|
|
2021
Q4 | $205K | Buy |
+2,550
| New | +$205K | 0.1% | 106 |
|
|
2019
Q4 | – | Sell |
-2,550
| Closed | -$224K | – | 72 |
|
|
2019
Q3 | $224K | Hold |
2,550
| – | – | 0.24% | 55 |
|
|
2019
Q2 | $203K | Buy |
+2,550
| New | +$203K | 0.22% | 60 |
|