SWS Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-274
| Closed | -$15.1K | – | 302 |
|
|
2024
Q2 | $15.1K | Buy |
+274
| New | +$15.1K | ﹤0.01% | 221 |
|
|
2018
Q2 | – | Sell |
-280
| Closed | -$17K | – | 323 |
|
|
2018
Q1 | $17K | Hold |
280
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $19K | Buy |
+280
| New | +$19K | 0.01% | 233 |
|