Aptus Capital Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+3,328
| New | +$208K | ﹤0.01% | 928 |
|
|
2023
Q3 | – | Sell |
-3,350
| Closed | -$222K | – | 922 |
|
|
2023
Q2 | $222K | Sell |
3,350
-376
| -10% | -$24.9K | 0.01% | 452 |
|
|
2023
Q1 | $287K | Sell |
3,726
-491
| -12% | -$37.8K | 0.01% | 395 |
|
|
2022
Q4 | $323K | Buy |
4,217
+264
| +7% | +$20.2K | 0.01% | 398 |
|
|
2022
Q3 | $275K | Buy |
3,953
+82
| +2% | +$5.71K | 0.01% | 391 |
|
|
2022
Q2 | $318K | Sell |
3,871
-25
| -0.6% | -$2.05K | 0.01% | 309 |
|
|
2022
Q1 | $313K | Buy |
+3,896
| New | +$313K | 0.01% | 344 |
|