SAM
SignalPoint Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,694
| Closed | -$209K | – | 221 |
|
|
2023
Q1 | $209K | Buy |
2,694
+113
| +4% | +$8.77K | 0.07% | 202 |
|
|
2022
Q4 | $202K | Buy |
+2,581
| New | +$202K | 0.07% | 209 |
|
|
2022
Q3 | – | Sell |
-2,417
| Closed | -$200K | – | 215 |
|
|
2022
Q2 | $200K | Buy |
+2,417
| New | +$200K | 0.07% | 204 |
|
|
2016
Q3 | – | Sell |
-2,976
| Closed | -$207K | – | 250 |
|
|
2016
Q2 | $207K | Buy |
+2,976
| New | +$207K | 0.09% | 221 |
|