WAM
Walker Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,980
| Closed | -$233K | – | 99 |
|
|
2022
Q4 | $233K | Buy |
2,980
+17
| +0.6% | +$1.33K | 0.2% | 73 |
|
|
2022
Q3 | $207K | Buy |
2,963
+14
| +0.5% | +$978 | 0.19% | 75 |
|
|
2022
Q2 | $244K | Buy |
2,949
+113
| +4% | +$9.35K | 0.22% | 74 |
|
|
2022
Q1 | $229K | Buy |
2,836
+13
| +0.5% | +$1.05K | 0.18% | 84 |
|
|
2021
Q4 | $232K | Buy |
+2,823
| New | +$232K | 0.2% | 73 |
|