RFA
Resurgent Financial Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-509
| Closed | -$33K | – | 484 |
|
|
2023
Q4 | $33K | Hold |
509
| – | – | 0.02% | 411 |
|
|
2023
Q3 | $27.5K | Hold |
509
| – | – | 0.02% | 430 |
|
|
2023
Q2 | $34.4K | Hold |
509
| – | – | 0.02% | 399 |
|
|
2023
Q1 | $39.4K | Sell |
509
-106
| -17% | -$8.21K | 0.03% | 370 |
|
|
2022
Q4 | $48.1K | Buy |
+615
| New | +$48.1K | 0.03% | 428 |
|