RSWM
Robertson Stephens Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,518
| Closed | -$431K | – | 537 |
|
|
2024
Q1 | $431K | Sell |
7,518
-369
| -5% | -$21.1K | 0.02% | 363 |
|
|
2023
Q4 | $518K | Sell |
7,887
-10,608
| -57% | -$722K | 0.03% | 305 |
|
|
2023
Q3 | $1.02M | Sell |
18,495
-3,808
| -17% | -$210K | 0.07% | 205 |
|
|
2023
Q2 | $1.53M | Sell |
22,303
-4,035
| -15% | -$277K | 0.11% | 158 |
|
|
2023
Q1 | $2.07M | Sell |
26,338
-274
| -1% | -$21.5K | 0.16% | 122 |
|
|
2022
Q4 | $2.11M | Buy |
+26,612
| New | +$2.11M | 0.21% | 103 |
|