RWPA
Richard W. Paul & Associates’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-370
| Closed | -$23.1K | – | 528 |
|
|
2024
Q3 | $23.1K | Hold |
370
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $20.4K | Hold |
370
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $20.9K | Hold |
370
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $24K | Hold |
370
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $20K | Sell |
370
-892
| -71% | -$48.2K | 0.01% | 247 |
|
|
2023
Q2 | $85.3K | Hold |
1,262
| – | – | 0.04% | 196 |
|
|
2023
Q1 | $97.7K | Hold |
1,262
| – | – | 0.05% | 193 |
|
|
2022
Q4 | $98.6K | Buy |
+1,262
| New | +$98.6K | 0.05% | 194 |
|