Northwest Financial 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
Q4
Sell
-2,030
Closed -$126K 552
2024
Q3
$126K Buy
+2,030
New +$126K 0.1% 138
2024
Q1
Sell
-2,030
Closed -$132K 543
2023
Q4
$132K Buy
+2,030
New +$132K 0.11% 117