Landmark Financial Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $558K | Hold |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $645K | Hold |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $684K | Hold |
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|
2022
Q1 | $699K | Hold |
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|
2021
Q4 | $677K | Hold |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $616K | Hold |
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|
2021
Q1 | $584K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $557K | Hold |
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|
2020
Q2 | $557K | Hold |
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|
2020
Q1 | $554K | Buy |
|