RWA
Rainsberger Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,482
| Closed | -$567K | – | 73 |
|
|
2023
Q3 | $567K | Buy |
10,482
+434
| +4% | +$23.5K | 0.35% | 56 |
|
|
2023
Q2 | $679K | Buy |
10,048
+58
| +0.6% | +$3.92K | 0.41% | 53 |
|
|
2023
Q1 | $774K | Buy |
9,990
+1,423
| +17% | +$110K | 0.46% | 54 |
|
|
2022
Q4 | $669K | Buy |
8,567
+2,213
| +35% | +$173K | 0.43% | 52 |
|
|
2022
Q3 | $444K | Buy |
+6,354
| New | +$444K | 0.3% | 61 |
|