SWM
WPC icon

Selective Wealth Management’s W.P. Carey WPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-436
Closed -$33K 621
2021
Q2
$33K Hold
436
0.03% 233
2021
Q1
$31K Buy
+436
New +$31K 0.03% 163