SWA
Sutton Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.8K | Buy |
551
+32
| +6% | +$1.73K | 0.01% | 295 |
|
|
2023
Q2 | $35.1K | Hold |
519
| – | – | 0.02% | 272 |
|
|
2023
Q1 | $40.2K | Buy |
519
+125
| +32% | +$9.68K | 0.02% | 226 |
|
|
2022
Q4 | $30.8K | Buy |
394
+310
| +369% | +$24.2K | 0.01% | 547 |
|
|
2022
Q3 | $5.86K | Buy |
+84
| New | +$5.86K | ﹤0.01% | 1042 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$4.73K | – | 1082 |
|
|
2016
Q4 | $4.73K | Hold |
80
| – | – | ﹤0.01% | 853 |
|
|
2016
Q3 | $5.16K | Buy |
+80
| New | +$5.16K | ﹤0.01% | 810 |
|