Landmark Financial Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,426
| Closed | -$558K | – | 92 |
|
|
2023
Q2 | $558K | Hold |
8,426
| – | – | 0.23% | 53 |
|
|
2023
Q1 | $639K | Hold |
8,426
| – | – | 0.28% | 47 |
|
|
2022
Q4 | $645K | Hold |
8,426
| – | – | 0.3% | 44 |
|
|
2022
Q3 | $576K | Hold |
8,426
| – | – | 0.3% | 44 |
|
|
2022
Q2 | $684K | Hold |
8,426
| – | – | 0.34% | 39 |
|
|
2022
Q1 | $699K | Hold |
8,426
| – | – | 0.34% | 39 |
|
|
2021
Q4 | $677K | Hold |
8,426
| – | – | 0.3% | 46 |
|
|
2021
Q3 | $584K | Hold |
8,426
| – | – | 0.31% | 40 |
|
|
2021
Q2 | $616K | Hold |
8,426
| – | – | 0.29% | 42 |
|
|
2021
Q1 | $584K | Hold |
8,426
| – | – | 0.31% | 40 |
|
|
2020
Q4 | $548K | Hold |
8,426
| – | – | 0.31% | 41 |
|
|
2020
Q3 | $557K | Hold |
8,426
| – | – | 0.35% | 37 |
|
|
2020
Q2 | $557K | Hold |
8,426
| – | – | 0.36% | 37 |
|
|
2020
Q1 | $554K | Buy |
+8,426
| New | +$554K | 0.38% | 31 |
|