SPWG
Syntegra Private Wealth Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,421
| Closed | -$213K | – | 162 |
|
|
2024
Q3 | $213K | Sell |
3,421
-435
| -11% | -$27.1K | 0.02% | 143 |
|
|
2024
Q2 | $212K | Sell |
3,856
-1,093
| -22% | -$60.2K | 0.03% | 143 |
|
|
2024
Q1 | $279K | Sell |
4,949
-320
| -6% | -$18.1K | 0.04% | 117 |
|
|
2023
Q4 | $341K | Sell |
5,269
-416
| -7% | -$27K | 0.05% | 91 |
|
|
2023
Q3 | $307K | Sell |
5,685
-366
| -6% | -$19.8K | 0.05% | 94 |
|
|
2023
Q2 | $409K | Sell |
6,051
-1,021
| -14% | -$69K | 0.06% | 81 |
|
|
2023
Q1 | $548K | Sell |
7,072
-1,288
| -15% | -$99.8K | 0.1% | 62 |
|
|
2022
Q4 | $653K | Buy |
+8,360
| New | +$653K | 0.13% | 47 |
|