Madison Wealth Management’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 |
-14,294
| Closed | -$946K | – | 157 |
|
|
2023
Q2 | $946K | Hold |
14,294
| – | – | 0.19% | 95 |
|
|
2023
Q1 | $1.08M | Hold |
14,294
| – | – | 0.23% | 87 |
|
|
2022
Q4 | $1.09M | Hold |
14,294
| – | – | 0.25% | 84 |
|
|
2022
Q3 | $977K | Hold |
14,294
| – | – | 0.24% | 84 |
|
|
2022
Q2 | $1.16M | Hold |
14,294
| – | – | 0.28% | 81 |
|
|
2022
Q1 | $1.13M | Hold |
14,294
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $1.15M | Hold |
14,294
| – | – | 0.23% | 82 |
|
|
2021
Q3 | $1.02M | Hold |
14,294
| – | – | 0.22% | 86 |
|
|
2021
Q2 | $1.05M | Buy |
+14,294
| New | +$1.05M | 0.23% | 85 |
|