Washington Trust Advisors’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 |
-40
| Closed | -$3.02K | – | 775 |
|
|
2023
Q1 | $3.02K | Hold |
40
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $3.05K | Hold |
40
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $3K | Buy |
40
+3
| +8% | +$225 | ﹤0.01% | 827 |
|
|
2022
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 848 |
|
|
2022
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 919 |
|
|
2021
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 945 |
|