Total Clarity Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $375K | Sell |
|
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|
2023
Q1 | $1.8M | Buy |
|
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|
2022
Q4 | $1.68M | Buy |
|
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|
2022
Q3 | $1.49M | Buy |
|
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|
2022
Q2 | $1.73M | Buy |
|
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|
2022
Q1 | $1.41M | Buy |
|
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|
2021
Q4 | $1.41M | Buy |
|
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|
2021
Q3 | $1.12M | Buy |
|
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|
2021
Q2 | $838K | Buy |
|
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|
2021
Q1 | $533K | Buy |
|
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $513K | Buy |
|