TriaGen Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-41,079
| Closed | -$3.12M | – | 184 |
|
|
2023
Q1 | $3.12M | Sell |
41,079
-2,107
| -5% | -$160K | 1.57% | 14 |
|
|
2022
Q4 | $3.31M | Sell |
43,186
-1,481
| -3% | -$113K | 1.84% | 11 |
|
|
2022
Q3 | $3.05M | Sell |
44,667
-230
| -0.5% | -$15.7K | 1.69% | 16 |
|
|
2022
Q2 | $3.64M | Buy |
+44,897
| New | +$3.64M | 2.59% | 6 |
|