SLWA
San Luis Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,086
| Closed | -$231K | – | 135 |
|
|
2024
Q1 | $231K | Hold |
4,086
| – | – | 0.12% | 43 |
|
|
2023
Q4 | $265K | Hold |
4,086
| – | – | 0.11% | 47 |
|
|
2023
Q3 | $221K | Hold |
4,086
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $276K | Hold |
4,086
| – | – | 0.1% | 146 |
|
|
2023
Q1 | $316K | Hold |
4,086
| – | – | 0.12% | 132 |
|
|
2022
Q4 | $319K | Hold |
4,086
| – | – | 0.3% | 57 |
|
|
2022
Q3 | $285K | Hold |
4,086
| – | – | 0.3% | 68 |
|
|
2022
Q2 | $339K | Hold |
4,086
| – | – | 0.39% | 44 |
|
|
2022
Q1 | $335K | Hold |
4,086
| – | – | 0.16% | 112 |
|
|
2021
Q4 | $335K | Hold |
4,086
| – | – | 0.34% | 65 |
|
|
2021
Q3 | $298K | Buy |
+4,086
| New | +$298K | 0.17% | 122 |
|
|
2020
Q4 | $288K | Buy |
+4,086
| New | +$288K | 0.19% | 113 |
|