Moneta Group Investment Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,528
| Closed | -$229K | – | 634 |
|
|
2023
Q4 | $229K | Buy |
+3,528
| New | +$229K | ﹤0.01% | 502 |
|
|
2023
Q3 | – | Sell |
-3,489
| Closed | -$231K | – | 563 |
|
|
2023
Q2 | $231K | Sell |
3,489
-830
| -19% | -$54.9K | 0.01% | 478 |
|
|
2023
Q1 | $328K | Buy |
4,319
+371
| +9% | +$28.1K | 0.01% | 397 |
|
|
2022
Q4 | $331K | Sell |
3,948
-558
| -12% | -$46.7K | 0.01% | 353 |
|
|
2022
Q3 | $308K | Sell |
4,506
-1,729
| -28% | -$118K | 0.01% | 349 |
|
|
2022
Q2 | $506K | Buy |
+6,235
| New | +$506K | 0.02% | 299 |
|