Valley Wealth Managers’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
Q4 | – | Hold |
0
| – | – | – | 383 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 402 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$69 | – | 378 |
|
|
2023
Q1 | $69 | Sell |
1
-54,812
| -100% | -$3.78M | ﹤0.01% | 347 |
|
|
2022
Q4 | $4.2M | Buy |
54,813
+845
| +2% | +$64.7K | 0.39% | 70 |
|
|
2022
Q3 | $3.69M | Sell |
53,968
-113
| -0.2% | -$7.72K | 0.37% | 75 |
|
|
2022
Q2 | $4.39M | Buy |
54,081
+2,118
| +4% | +$172K | 0.41% | 57 |
|
|
2022
Q1 | $4.11M | Buy |
51,963
+912
| +2% | +$72.2K | 0.34% | 74 |
|
|
2021
Q4 | $4.1M | Buy |
51,051
+184
| +0.4% | +$14.8K | 0.33% | 71 |
|
|
2021
Q3 | $3.64M | Buy |
50,867
+617
| +1% | +$44.1K | 0.32% | 74 |
|
|
2021
Q2 | $3.67M | Buy |
50,250
+2,915
| +6% | +$213K | 0.31% | 78 |
|
|
2021
Q1 | $3.28M | Buy |
47,335
+6,914
| +17% | +$479K | 0.29% | 75 |
|
|
2020
Q4 | $2.79M | Buy |
+40,421
| New | +$2.79M | 0.27% | 75 |
|