PS
Planned Solutions’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,543
| Closed | -$96.1K | – | 641 |
|
|
2024
Q3 | $96.1K | Buy |
+1,543
| New | +$96.1K | 0.04% | 212 |
|
|
2024
Q1 | – | Sell |
-1,543
| Closed | -$100K | – | 562 |
|
|
2023
Q4 | $100K | Buy |
+1,543
| New | +$100K | 0.05% | 184 |
|
|
2021
Q1 | – | Sell |
-1,622
| Closed | -$114K | – | 415 |
|
|
2020
Q4 | $114K | Hold |
1,622
| – | – | 0.09% | 86 |
|
|
2020
Q3 | $106K | Buy |
+1,622
| New | +$106K | 0.1% | 78 |
|