LWP
Lumature Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $486K | Hold |
7,200
| – | – | 0.29% | 71 |
|
|
2023
Q1 | $558K | Hold |
7,200
| – | – | 0.31% | 59 |
|
|
2022
Q4 | $563K | Hold |
7,200
| – | – | 0.31% | 57 |
|
|
2022
Q3 | $503K | Hold |
7,200
| – | – | 0.27% | 64 |
|
|
2022
Q2 | $597K | Hold |
7,200
| – | – | 0.27% | 67 |
|
|
2022
Q1 | $582K | Hold |
7,200
| – | – | 0.23% | 85 |
|
|
2021
Q4 | $591K | Hold |
7,200
| – | – | 0.23% | 85 |
|
|
2021
Q3 | $526K | Hold |
7,200
| – | – | 0.22% | 90 |
|
|
2021
Q2 | $537K | Hold |
7,200
| – | – | 0.22% | 89 |
|
|
2021
Q1 | $509K | Buy |
7,200
+1,000
| +16% | +$70.7K | 0.27% | 82 |
|
|
2020
Q4 | $438K | Buy |
+6,200
| New | +$438K | 0.41% | 71 |
|