LWP
Legacy Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,826
| Closed | -$249K | – | 103 |
|
|
2020
Q3 | $249K | Sell |
3,826
-1,333
| -26% | -$86.8K | 0.18% | 81 |
|
|
2020
Q2 | $349K | Sell |
5,159
-1,842
| -26% | -$125K | 0.26% | 71 |
|
|
2020
Q1 | $407K | Hold |
7,001
| – | – | 0.38% | 58 |
|
|
2019
Q4 | $590K | Buy |
+7,001
| New | +$590K | 0.43% | 54 |
|