Surevest’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.68M | Buy |
68,385
+2,750
| +4% | +$188K | 1.27% | 16 |
|
|
2022
Q2 | $5.33M | Buy |
65,635
+3,633
| +6% | +$295K | 1.4% | 12 |
|
|
2022
Q1 | $4.91M | Sell |
62,002
-8,813
| -12% | -$698K | 1.18% | 18 |
|
|
2021
Q4 | $5.69M | Sell |
70,815
-161
| -0.2% | -$12.9K | 1.35% | 21 |
|
|
2021
Q3 | $5.08M | Buy |
70,976
+8,677
| +14% | +$621K | 1.28% | 20 |
|
|
2021
Q2 | $4.55M | Buy |
+62,299
| New | +$4.55M | 1.19% | 38 |
|