TWM
Thrive Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,893
| Closed | -$263K | – | 184 |
|
|
2023
Q2 | $263K | Sell |
3,893
-718
| -16% | -$48.5K | 0.07% | 145 |
|
|
2023
Q1 | $357K | Buy |
4,611
+149
| +3% | +$11.5K | 0.09% | 123 |
|
|
2022
Q4 | $349K | Buy |
4,462
+483
| +12% | +$37.7K | 0.1% | 119 |
|
|
2022
Q3 | $278K | Buy |
3,979
+512
| +15% | +$35.8K | 0.1% | 124 |
|
|
2022
Q2 | $287K | Sell |
3,467
-160
| -4% | -$13.2K | 0.1% | 125 |
|
|
2022
Q1 | $293K | Sell |
3,627
-180
| -5% | -$14.5K | 0.09% | 126 |
|
|
2021
Q4 | $312K | Buy |
+3,807
| New | +$312K | 0.11% | 119 |
|