Unionview LLC’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 |
-2,913
| Closed | -$221K | – | 88 |
|
|
2023
Q1 | $221K | Hold |
2,913
| – | – | 0.21% | 76 |
|
|
2022
Q4 | $223K | Buy |
+2,913
| New | +$223K | 0.22% | 74 |
|
|
2022
Q3 | – | Sell |
-3,222
| Closed | -$262K | – | 79 |
|
|
2022
Q2 | $262K | Hold |
3,222
| – | – | 0.29% | 65 |
|
|
2022
Q1 | $255K | Hold |
3,222
| – | – | 0.24% | 70 |
|
|
2021
Q4 | $259K | Buy |
+3,222
| New | +$259K | 0.24% | 78 |
|