Simplicity Solutions’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$500K Sell
2023
Q1
$581K Buy
2022
Q4
$525K Buy
2022
Q3
$464K Buy
2022
Q2
$380K Buy
2022
Q1
$252K Sell
2021
Q4
$452K Buy
2021
Q1
Sell
2020
Q4
$315K Buy
2020
Q3
$268K Sell
2020
Q2
$354K Sell
2020
Q1
$765K Buy
2019
Q4
$723K Buy
2019
Q3
$771K Sell
2019
Q2
$801K Sell
2019
Q1
$1.37M Buy
2018
Q4
$715K Buy