KFS
Kaizen Financial Strategies’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,174
| Closed | -$348K | – | 152 |
|
|
2024
Q1 | $348K | Sell |
6,174
-1,322
| -18% | -$74.6K | 0.24% | 76 |
|
|
2023
Q4 | $486K | Sell |
7,496
-153
| -2% | -$9.92K | 0.37% | 49 |
|
|
2023
Q3 | $414K | Buy |
7,649
+998
| +15% | +$54K | 0.35% | 48 |
|
|
2023
Q2 | $460K | Buy |
6,651
+270
| +4% | +$18.7K | 0.39% | 46 |
|
|
2023
Q1 | $494K | Buy |
6,381
+80
| +1% | +$6.2K | 0.49% | 39 |
|
|
2022
Q4 | $524K | Sell |
6,301
-794
| -11% | -$66K | 0.52% | 46 |
|
|
2022
Q3 | $495K | Buy |
7,095
+88
| +1% | +$6.14K | 0.5% | 50 |
|
|
2022
Q2 | $581K | Buy |
7,007
+88
| +1% | +$7.3K | 0.57% | 45 |
|
|
2022
Q1 | $559K | Buy |
6,919
+239
| +4% | +$19.3K | 0.44% | 57 |
|
|
2021
Q4 | $548K | Buy |
6,680
+90
| +1% | +$7.38K | 0.41% | 63 |
|
|
2021
Q3 | $481K | Buy |
+6,590
| New | +$481K | 0.39% | 68 |
|
|
2021
Q1 | $449K | Buy |
6,344
+97
| +2% | +$6.87K | 0.43% | 70 |
|
|
2020
Q4 | $441K | Buy |
+6,247
| New | +$441K | 0.49% | 62 |
|