Meridian Wealth Partners’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-666
| Closed | -$46K | – | 1270 |
|
|
2021
Q1 | $46K | Buy |
666
+74
| +13% | +$5.11K | 0.01% | 165 |
|
|
2020
Q4 | $41K | Hold |
592
| – | – | 0.02% | 156 |
|
|
2020
Q3 | $38K | Hold |
592
| – | – | 0.02% | 148 |
|
|
2020
Q2 | $39K | Hold |
592
| – | – | 0.02% | 141 |
|
|
2020
Q1 | $34K | Buy |
592
+30
| +5% | +$1.72K | 0.02% | 143 |
|
|
2019
Q4 | $44K | Buy |
+562
| New | +$44K | 0.03% | 138 |
|