Pinnacle Wealth Planning Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,827
| Closed | -$229K | – | 446 |
|
|
2022
Q2 | $229K | Buy |
2,827
+286
| +11% | +$23.2K | 0.04% | 309 |
|
|
2022
Q1 | $201K | Sell |
2,541
-21
| -0.8% | -$1.66K | 0.04% | 373 |
|
|
2021
Q4 | $206K | Buy |
+2,562
| New | +$206K | 0.04% | 359 |
|
|
2021
Q1 | – | Sell |
-2,490
| Closed | -$173K | – | 1950 |
|
|
2020
Q4 | $173K | Buy |
+2,490
| New | +$173K | 0.04% | 313 |
|