Pinkerton Retirement Specialists’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
Q1
Sell
-33,059
Closed -$2.53M 159
2022
Q4
$2.53M Sell
33,059
-8,836
-21% -$676K 0.55% 43
2022
Q3
$2.86M Buy
+41,895
New +$2.86M 1.1% 19
2019
Q1
Sell
-41,893
Closed -$2.68M 66
2018
Q4
$2.68M Buy
+41,893
New +$2.68M 1.36% 17