LRWA
Long Run Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,039
| Closed | -$235K | – | 99 |
|
|
2023
Q1 | $235K | Buy |
3,039
+305
| +11% | +$23.6K | 0.08% | 87 |
|
|
2022
Q4 | $214K | Buy |
+2,734
| New | +$214K | 0.08% | 92 |
|
|
2022
Q3 | – | Sell |
-3,210
| Closed | -$266K | – | 101 |
|
|
2022
Q2 | $266K | Buy |
3,210
+354
| +12% | +$29.3K | 0.1% | 85 |
|
|
2022
Q1 | $231K | Sell |
2,856
-144
| -5% | -$11.6K | 0.08% | 91 |
|
|
2021
Q4 | $246K | Buy |
+3,000
| New | +$246K | 0.09% | 93 |
|