MCM
McMillion Capital Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $44.1K | Buy |
+653
| New | +$44.1K | 0.04% | 100 |
|
|
2022
Q4 | – | Sell |
-653
| Closed | -$46K | – | 196 |
|
|
2022
Q3 | $46K | Hold |
653
| – | – | 0.04% | 101 |
|
|
2022
Q2 | $54K | Buy |
+653
| New | +$54K | 0.04% | 103 |
|
|
2021
Q1 | – | Sell |
-653
| Closed | -$46K | – | 288 |
|
|
2020
Q4 | $46K | Buy |
+653
| New | +$46K | 0.03% | 124 |
|
|
2020
Q2 | – | Sell |
-653
| Closed | -$38K | – | 278 |
|
|
2020
Q1 | $38K | Hold |
653
| – | – | 0.03% | 104 |
|
|
2019
Q4 | $52K | Hold |
653
| – | – | 0.03% | 103 |
|
|
2019
Q3 | $58K | Hold |
653
| – | – | 0.03% | 100 |
|
|
2019
Q2 | $53K | Buy |
+653
| New | +$53K | 0.03% | 103 |
|