Stratos Wealth Advisors’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 |
-28,978
| Closed | -$1.92M | – | 720 |
|
|
2023
Q2 | $1.92M | Sell |
28,978
-1,096
| -4% | -$72.5K | 0.14% | 204 |
|
|
2023
Q1 | $2.28M | Buy |
30,074
+3,155
| +12% | +$239K | 0.18% | 162 |
|
|
2022
Q4 | $2.06M | Sell |
26,919
-879
| -3% | -$67.3K | 0.17% | 171 |
|
|
2022
Q3 | $1.9M | Buy |
27,798
+2,948
| +12% | +$201K | 0.2% | 142 |
|
|
2022
Q2 | $2.02M | Buy |
+24,850
| New | +$2.02M | 0.18% | 144 |
|