Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$66.1K | – | 897 |
|
|
2024
Q2 | $66.1K | Hold |
1,200
| – | – | 0.03% | 330 |
|
|
2024
Q1 | $67.7K | Hold |
1,200
| – | – | 0.03% | 322 |
|
|
2023
Q4 | $77.8K | Sell |
1,200
-25
| -2% | -$1.62K | 0.04% | 297 |
|
|
2023
Q3 | $65K | Hold |
1,225
| – | – | 0.04% | 305 |
|
|
2023
Q2 | $81K | Buy |
+1,225
| New | +$81K | 0.05% | 277 |
|
|
2022
Q4 | $94K | Hold |
1,225
| – | – | 0.06% | 242 |
|
|
2022
Q3 | $84K | Hold |
1,225
| – | – | 0.06% | 237 |
|
|
2022
Q2 | $99K | Hold |
1,225
| – | – | 0.07% | 238 |
|
|
2022
Q1 | $97K | Hold |
1,225
| – | – | 0.05% | 254 |
|
|
2021
Q4 | $98K | Buy |
+1,225
| New | +$98K | 0.05% | 273 |
|