PMA
Prudent Man Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,429
| Closed | -$705K | – | 218 |
|
|
2023
Q2 | $705K | Sell |
10,429
-86
| -0.8% | -$5.81K | 0.27% | 80 |
|
|
2023
Q1 | $814K | Sell |
10,515
-162
| -2% | -$12.5K | 0.32% | 69 |
|
|
2022
Q4 | $834K | Buy |
10,677
+424
| +4% | +$33.1K | 0.34% | 65 |
|
|
2022
Q3 | $716K | Buy |
10,253
+1,167
| +13% | +$81.5K | 0.34% | 61 |
|
|
2022
Q2 | $753K | Buy |
+9,086
| New | +$753K | 0.35% | 54 |
|