SJS Investment Consulting’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-480
| Closed | -$36.4K | – | 1628 |
|
|
2023
Q1 | $36.4K | Hold |
480
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $36.7K | Hold |
480
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $33K | Buy |
+480
| New | +$33K | 0.01% | 189 |
|
|
2022
Q1 | $23K | Buy |
+286
| New | +$23K | 0.01% | 281 |
|