WMA
Wealth Management Associates’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,599
| Closed | -$209K | – | 153 |
|
|
2020
Q1 | $209K | Sell |
3,599
-708
| -16% | -$41.1K | 0.21% | 106 |
|
|
2019
Q4 | $345K | Sell |
4,307
-1,701
| -28% | -$136K | 0.25% | 93 |
|
|
2019
Q3 | $538K | Buy |
6,008
+1,417
| +31% | +$127K | 0.43% | 57 |
|
|
2019
Q2 | $373K | Sell |
4,591
-175
| -4% | -$14.2K | 0.37% | 60 |
|
|
2019
Q1 | $373K | Sell |
4,766
-2,456
| -34% | -$192K | 0.41% | 62 |
|
|
2018
Q4 | $472K | Buy |
+7,222
| New | +$472K | 0.64% | 38 |
|