Silverlake Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,737
| Closed | -$247K | – | 243 |
|
|
2023
Q2 | $247K | Buy |
3,737
+2
| +0.1% | +$132 | 0.14% | 178 |
|
|
2023
Q1 | $283K | Buy |
3,735
+1
| +0% | +$76 | 0.17% | 149 |
|
|
2022
Q4 | $286K | Buy |
3,734
+2
| +0.1% | +$153 | 0.18% | 145 |
|
|
2022
Q3 | $255K | Sell |
3,732
-201
| -5% | -$13.7K | 0.17% | 148 |
|
|
2022
Q2 | $319K | Buy |
3,933
+2
| +0.1% | +$162 | 0.21% | 128 |
|
|
2022
Q1 | $311K | Buy |
3,931
+3
| +0.1% | +$237 | 0.18% | 150 |
|
|
2021
Q4 | $316K | Buy |
+3,928
| New | +$316K | 0.17% | 145 |
|