WP
Wealthspan Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,597
| Closed | -$446K | – | 83 |
|
|
2023
Q2 | $446K | Sell |
6,597
-1,628
| -20% | -$110K | 0.35% | 46 |
|
|
2023
Q1 | $637K | Buy |
8,225
+65
| +0.8% | +$5.03K | 0.54% | 34 |
|
|
2022
Q4 | $638K | Buy |
8,160
+465
| +6% | +$36.3K | 0.58% | 34 |
|
|
2022
Q3 | $537K | Sell |
7,695
-119
| -2% | -$8.3K | 0.56% | 36 |
|
|
2022
Q2 | $647K | Buy |
7,814
+91
| +1% | +$7.54K | 0.67% | 31 |
|
|
2022
Q1 | $624K | Sell |
7,723
-36
| -0.5% | -$2.91K | 0.57% | 31 |
|
|
2021
Q4 | $637K | Buy |
+7,759
| New | +$637K | 0.56% | 33 |
|