Prio Wealth Limited Partnership’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,165
Closed -$248K 255
2019
Q4
$248K Hold
3,165
0.01% 239
2019
Q3
$277K Buy
+3,165
New +$277K 0.01% 221
2015
Q1
Sell
-3,063
Closed -$210K 260
2014
Q4
$210K Buy
+3,063
New +$210K 0.01% 249