Prestige Wealth Management Group’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 |
-806
| Closed | -$62.5K | – | 1164 |
|
|
2022
Q4 | $62.5K | Buy |
+806
| New | +$62.5K | 0.02% | 239 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1049 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $1K | Sell |
15
-121
| -89% | -$8.07K | ﹤0.01% | 862 |
|
|
2020
Q1 | $8K | Buy |
+136
| New | +$8K | ﹤0.01% | 427 |
|