NWM
NEIRG Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,381
| Closed | -$904K | – | 126 |
|
|
2023
Q2 | $904K | Hold |
13,381
| – | – | 0.17% | 81 |
|
|
2023
Q1 | $1.04M | Hold |
13,381
| – | – | 0.18% | 82 |
|
|
2022
Q4 | $1.05M | Hold |
13,381
| – | – | 0.2% | 86 |
|
|
2022
Q3 | $934K | Buy |
13,381
+595
| +5% | +$41.5K | 0.19% | 90 |
|
|
2022
Q2 | $1.06M | Hold |
12,786
| – | – | 0.23% | 84 |
|
|
2022
Q1 | $1.03M | Hold |
12,786
| – | – | 0.2% | 87 |
|
|
2021
Q4 | $1.05M | Buy |
+12,786
| New | +$1.05M | 0.2% | 66 |
|