MBM Wealth Consultants’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
Q2 | – | Sell |
-1,798
| Closed | -$207K | – | 277 |
|
|
2023
Q1 | $207K | Hold |
1,798
| – | – | 0.08% | 97 |
|
|
2022
Q4 | $140K | Buy |
1,798
+553
| +44% | +$43.1K | 0.06% | 112 |
|
|
2022
Q3 | $88K | Buy |
1,245
+319
| +34% | +$22.5K | 0.04% | 121 |
|
|
2022
Q2 | $76K | Buy |
926
+29
| +3% | +$2.38K | 0.04% | 130 |
|
|
2022
Q1 | $71K | Buy |
897
+257
| +40% | +$20.3K | 0.03% | 165 |
|
|
2021
Q4 | $51K | Buy |
640
+230
| +56% | +$18.3K | 0.02% | 161 |
|
|
2021
Q3 | $29K | Buy |
410
+99
| +32% | +$7K | 0.01% | 189 |
|
|
2021
Q2 | $23K | Hold |
311
| – | – | 0.01% | 189 |
|
|
2021
Q1 | $22K | Buy |
+311
| New | +$22K | 0.01% | 187 |
|