MWA
Moser Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-681
| Closed | -$37.5K | – | 154 |
|
|
2024
Q2 | $37.5K | Hold |
681
| – | – | 0.02% | 100 |
|
|
2024
Q1 | $38.4K | Hold |
681
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $44.1K | Hold |
681
| – | – | 0.03% | 95 |
|
|
2023
Q3 | $36.8K | Hold |
681
| – | – | 0.03% | 89 |
|
|
2023
Q2 | $46K | Buy |
+681
| New | +$46K | 0.03% | 89 |
|