MA Private Wealth’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
Q1 | – | Sell |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $299K | Buy |
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|
2019
Q2 | $270K | Buy |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $216K | Buy |
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