WR Wealth Planners’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.12K | Buy |
94
+6
| +7% | +$327 | ﹤0.01% | 695 |
|
|
2024
Q3 | $5.48K | Buy |
88
+1
| +1% | +$62 | ﹤0.01% | 725 |
|
|
2024
Q2 | $4.79K | Buy |
87
+6
| +7% | +$330 | ﹤0.01% | 726 |
|
|
2024
Q1 | $4.57K | Buy |
+81
| New | +$4.57K | ﹤0.01% | 736 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$1.79K | – | 864 |
|
|
2023
Q3 | $1.79K | Buy |
+34
| New | +$1.79K | ﹤0.01% | 788 |
|