Sugarloaf 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
Q1 | – | Sell |
-155
| Closed | -$11.8K | – | 785 |
|
|
2022
Q4 | $11.8K | Buy |
155
+36
| +30% | +$2.75K | ﹤0.01% | 475 |
|
|
2022
Q3 | $9K | Buy |
119
+1
| +0.8% | +$76 | ﹤0.01% | 542 |
|
|
2022
Q2 | $10K | Buy |
118
+2
| +2% | +$169 | ﹤0.01% | 519 |
|
|
2022
Q1 | $9K | Buy |
116
+1
| +0.9% | +$78 | ﹤0.01% | 496 |
|
|
2021
Q4 | $9K | Buy |
115
+2
| +2% | +$157 | ﹤0.01% | 524 |
|
|
2021
Q3 | $8K | Buy |
113
+1
| +0.9% | +$71 | ﹤0.01% | 546 |
|
|
2021
Q2 | $8K | Buy |
112
+2
| +2% | +$143 | ﹤0.01% | 539 |
|
|
2021
Q1 | $8 | Buy |
110
+2
| +2% | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $7K | Buy |
108
+1
| +0.9% | +$65 | ﹤0.01% | 517 |
|
|
2020
Q3 | $7K | Buy |
107
+2
| +2% | +$131 | ﹤0.01% | 492 |
|
|
2020
Q2 | $7K | Buy |
105
+2
| +2% | +$133 | ﹤0.01% | 488 |
|
|
2020
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 497 |
|
|
2019
Q4 | $8K | Buy |
+103
| New | +$8K | ﹤0.01% | 494 |
|