Wp Carey shares owned by Insight Wealth Partners
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Insight Wealth Partners
from 13F filings
Historical chart of Insight Wealth Partners investment in Wp Carey
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All positions including Wp Carey held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $462k | 8.2k | 56.44 |
2023-09-30 | $500k | 9.2k | 54.08 |
2023-06-30 | $624k | 9.2k | 67.56 |
2023-03-31 | $716k | 9.2k | 77.45 |
2022-12-31 | $768k | 9.8k | 78.15 |
2022-09-30 | $686k | 9.8k | 69.77 |
2022-06-30 | $815k | 9.8k | 82.89 |
2022-03-31 | $810k | 10k | 80.89 |
2021-12-31 | $822k | 10k | 82.09 |
2021-09-30 | $731k | 10k | 73.00 |
2021-06-30 | $747k | 10k | 74.60 |
2021-03-31 | $756k | 11k | 70.75 |
2020-12-31 | $775k | 11k | 70.56 |
2020-09-30 | $716k | 11k | 65.19 |
2020-06-30 | $743k | 11k | 67.65 |
2020-03-31 | $638k | 11k | 58.09 |
2019-12-31 | $889k | 11k | 80.07 |