AFCM
Applied Finance Capital Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,490
| Closed | -$346K | – | 367 |
|
|
2025
Q1 | $346K | Buy |
5,490
+221
| +4% | +$13.9K | 0.03% | 231 |
|
|
2024
Q4 | $287K | Hold |
5,269
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $328K | Sell |
5,269
-615
| -10% | -$38.3K | 0.01% | 244 |
|
|
2024
Q2 | $324K | Buy |
+5,884
| New | +$324K | 0.02% | 243 |
|