Lumature Wealth Partners’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
Q2 | $486K | Hold |
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|
2023
Q1 | $558K | Hold |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $597K | Hold |
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|
2022
Q1 | $582K | Hold |
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|
2021
Q4 | $591K | Hold |
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|
2021
Q3 | $526K | Hold |
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|
2021
Q2 | $537K | Hold |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $438K | Buy |
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