Trustmark National Bank Trust Department’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
Q1 | – | Sell |
-2,618
| Closed | -$200K | – | 289 |
|
|
2022
Q4 | $200K | Sell |
2,618
-1,145
| -30% | -$87.6K | 0.02% | 265 |
|
|
2022
Q3 | $257K | Buy |
3,763
+1,210
| +47% | +$82.6K | 0.02% | 230 |
|
|
2022
Q2 | $207K | Hold |
2,553
| – | – | 0.02% | 251 |
|
|
2022
Q1 | $202K | Hold |
2,553
| – | – | 0.02% | 262 |
|
|
2021
Q4 | $205K | Buy |
+2,553
| New | +$205K | 0.02% | 254 |
|