Armstrong Advisory Group’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 | $59.3K | Sell |
951
-400
| -30% | -$25K | ﹤0.01% | 363 |
|
|
2025
Q1 | $73.6K | Hold |
1,351
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $73.6K | Hold |
1,351
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $84.2K | Sell |
1,351
-931
| -41% | -$58K | 0.01% | 293 |
|
|
2024
Q2 | $126K | Sell |
2,282
-892
| -28% | -$49.1K | 0.01% | 231 |
|
|
2024
Q1 | $206K | Hold |
3,174
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $206K | Sell |
3,174
-439
| -12% | -$28.5K | 0.02% | 172 |
|
|
2023
Q3 | $191K | Hold |
3,613
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $239K | Buy |
3,613
+1,021
| +39% | +$67.6K | 0.03% | 147 |
|
|
2023
Q1 | $197K | Sell |
2,592
-777
| -23% | -$58.9K | 0.02% | 163 |
|
|
2022
Q4 | $258K | Buy |
+3,369
| New | +$258K | 0.03% | 140 |
|