Simon Quick Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,076
| Closed | -$76K | – | 424 |
|
|
2021
Q3 | $76K | Buy |
1,076
+14
| +1% | +$989 | 0.02% | 199 |
|
|
2021
Q2 | $77K | Buy |
1,062
+15
| +1% | +$1.09K | 0.02% | 177 |
|
|
2021
Q1 | $72K | Buy |
+1,047
| New | +$72K | 0.02% | 188 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$1K | – | 507 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 465 |
|