M. Kulyk & Associates’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,058
Closed -$202K 110
2023
Q2
$202K Hold
3,058
0.06% 108
2023
Q1
$232K Sell
3,058
-128
-4% -$9.71K 0.07% 98
2022
Q4
$244K Buy
3,186
+96
+3% +$7.35K 0.08% 91
2022
Q3
$211K Buy
+3,090
New +$211K 0.07% 97