MCIA
Mountain Capital Investment Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,650
| Closed | -$1.36M | – | 74 |
|
|
2023
Q2 | $1.36M | Sell |
18,650
-5,653
| -23% | -$412K | 0.51% | 38 |
|
|
2023
Q1 | $1.76M | Sell |
24,303
-746
| -3% | -$54K | 0.77% | 43 |
|
|
2022
Q4 | $2.01M | Buy |
25,049
+4,456
| +22% | +$358K | 0.92% | 38 |
|
|
2022
Q3 | $1.46M | Buy |
20,593
+1,524
| +8% | +$108K | 0.76% | 45 |
|
|
2022
Q2 | $1.55M | Sell |
19,069
-173
| -0.9% | -$14K | 0.77% | 43 |
|
|
2022
Q1 | $1.57M | Sell |
19,242
-1,057
| -5% | -$86.4K | 0.74% | 47 |
|
|
2021
Q4 | $1.61M | Buy |
20,299
+5,585
| +38% | +$442K | 0.73% | 45 |
|
|
2021
Q3 | $1.1M | Buy |
14,714
+695
| +5% | +$51.9K | 0.58% | 66 |
|
|
2021
Q2 | $1.08M | Sell |
14,019
-2,184
| -13% | -$168K | 0.5% | 65 |
|
|
2021
Q1 | $1.17M | Buy |
16,203
+3,984
| +33% | +$286K | 0.58% | 59 |
|
|
2020
Q4 | $811K | Sell |
12,219
-2,050
| -14% | -$136K | 0.49% | 73 |
|
|
2020
Q3 | $973K | Buy |
+14,269
| New | +$973K | 0.63% | 62 |
|