TCWM
Total Clarity 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 |
-5,557
| Closed | -$375K | – | 242 |
|
|
2023
Q2 | $375K | Sell |
5,557
-17,623
| -76% | -$1.19M | 0.19% | 133 |
|
|
2023
Q1 | $1.8M | Buy |
23,180
+1,735
| +8% | +$134K | 0.97% | 22 |
|
|
2022
Q4 | $1.68M | Buy |
21,445
+88
| +0.4% | +$6.88K | 0.85% | 25 |
|
|
2022
Q3 | $1.49M | Buy |
21,357
+533
| +3% | +$37.2K | 0.93% | 26 |
|
|
2022
Q2 | $1.73M | Buy |
20,824
+3,341
| +19% | +$277K | 0.89% | 22 |
|
|
2022
Q1 | $1.41M | Buy |
17,483
+293
| +2% | +$23.7K | 0.78% | 37 |
|
|
2021
Q4 | $1.41M | Buy |
17,190
+1,867
| +12% | +$153K | 0.64% | 37 |
|
|
2021
Q3 | $1.12M | Buy |
15,323
+4,092
| +36% | +$299K | 0.53% | 47 |
|
|
2021
Q2 | $838K | Buy |
11,231
+3,703
| +49% | +$276K | 0.47% | 63 |
|
|
2021
Q1 | $533K | Buy |
7,528
+3,018
| +67% | +$214K | 0.31% | 78 |
|
|
2020
Q4 | $318K | Buy |
4,510
+1,055
| +31% | +$74.4K | 0.22% | 109 |
|
|
2020
Q3 | $225K | Buy |
+3,455
| New | +$225K | 0.2% | 114 |
|
|
2020
Q2 | – | Sell |
-6,300
| Closed | -$366K | – | 131 |
|
|
2020
Q1 | $366K | Sell |
6,300
-105
| -2% | -$6.1K | 0.57% | 59 |
|
|
2019
Q4 | $513K | Buy |
+6,405
| New | +$513K | 0.38% | 59 |
|