Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-344
| Closed | -$18.9K | – | 778 |
|
|
2024
Q2 | $18.9K | Buy |
344
+5
| +1% | +$275 | ﹤0.01% | 621 |
|
|
2024
Q1 | $19.1K | Buy |
+339
| New | +$19.1K | ﹤0.01% | 644 |
|
|
2020
Q1 | – | Sell |
-2,826
| Closed | -$231K | – | 1407 |
|
|
2019
Q4 | $231K | Buy |
2,826
+1,321
| +88% | +$108K | 0.06% | 306 |
|
|
2019
Q3 | $131K | Hold |
1,505
| – | – | 0.04% | 434 |
|
|
2019
Q2 | $120K | Hold |
1,505
| – | – | 0.03% | 452 |
|
|
2019
Q1 | $115K | Buy |
+1,505
| New | +$115K | 0.05% | 369 |
|