LWS
Lucia Wealth Services’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $112K | Buy |
1,722
+480
| +39% | +$31.2K | 0.03% | 144 |
|
|
2020
Q2 | $84K | Sell |
1,242
-320
| -20% | -$21.6K | 0.02% | 146 |
|
|
2020
Q1 | $91K | Buy |
1,562
+73
| +5% | +$4.25K | 0.03% | 150 |
|
|
2019
Q4 | $119K | Sell |
1,489
-653
| -30% | -$52.2K | 0.04% | 131 |
|
|
2019
Q3 | $192K | Buy |
2,142
+71
| +3% | +$6.36K | 0.06% | 104 |
|
|
2019
Q2 | $168K | Sell |
2,071
-3,547
| -63% | -$288K | 0.06% | 111 |
|
|
2019
Q1 | $440K | Buy |
5,618
+718
| +15% | +$56.2K | 0.15% | 98 |
|
|
2018
Q4 | $320K | Buy |
+4,900
| New | +$320K | 0.15% | 93 |
|