Pure Financial Advisors’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
Q3 | – | Sell |
-3,276
| Closed | -$217K | – | 271 |
|
|
2023
Q2 | $217K | Hold |
3,276
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $249K | Hold |
3,276
| – | – | 0.01% | 225 |
|
|
2022
Q4 | $251K | Hold |
3,276
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $224K | Hold |
3,276
| – | – | 0.01% | 210 |
|
|
2022
Q2 | $266K | Hold |
3,276
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $259K | Hold |
3,276
| – | – | 0.01% | 193 |
|
|
2021
Q4 | $263K | Hold |
3,276
| – | – | 0.01% | 179 |
|
|
2021
Q3 | $234K | Buy |
+3,276
| New | +$234K | 0.02% | 176 |
|