Welch & Forbes’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 |
-2,818
| Closed | -$214K | – | 379 |
|
|
2023
Q1 | $214K | Hold |
2,818
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $216K | Buy |
+2,818
| New | +$216K | ﹤0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-2,818
| Closed | -$228K | – | 384 |
|
|
2022
Q2 | $228K | Hold |
2,818
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $223K | Buy |
+2,818
| New | +$223K | ﹤0.01% | 363 |
|