MRA Advisory Group’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,249
Closed -$215K 144
2023
Q2
$215K Buy
3,249
+396
+14% +$26.2K 0.15% 117
2023
Q1
$216K Buy
+2,853
New +$216K 0.16% 113