RFS
Richardson Financial Services’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
463
| – | – | 0.02% | 303 |
|
|
2025
Q1 | $29.2K | Hold |
463
| – | – | 0.02% | 290 |
|
|
2024
Q4 | $25.2K | Sell |
463
-463
| -50% | -$25.2K | 0.02% | 317 |
|
|
2024
Q3 | $54.3K | Buy |
926
+463
| +100% | +$27.2K | 0.03% | 255 |
|
|
2024
Q2 | $25.5K | Hold |
463
| – | – | 0.02% | 303 |
|
|
2024
Q1 | $26.1K | Buy |
+463
| New | +$26.1K | 0.02% | 312 |
|