WP
WealthSpring 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 |
-3,088
| Closed | -$209K | – | 75 |
|
|
2023
Q2 | $209K | Sell |
3,088
-1,280
| -29% | -$86.5K | 0.15% | 70 |
|
|
2023
Q1 | $338K | Hold |
4,368
| – | – | 0.26% | 55 |
|
|
2022
Q4 | $341K | Sell |
4,368
-2,352
| -35% | -$184K | 0.27% | 58 |
|
|
2022
Q3 | $469K | Buy |
+6,720
| New | +$469K | 0.41% | 42 |
|