AFM
Armstrong Fleming & Moore’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
+8,115
| New | +$506K | 0.27% | 58 |
|
|
2025
Q1 | – | Sell |
-9,254
| Closed | -$504K | – | 152 |
|
|
2024
Q4 | $504K | Sell |
9,254
-43,569
| -82% | -$2.37M | 0.31% | 56 |
|
|
2024
Q3 | $3.29M | Sell |
52,823
-3,325
| -6% | -$207K | 1.92% | 8 |
|
|
2024
Q2 | $3.09M | Sell |
56,148
-6,316
| -10% | -$348K | 1.98% | 8 |
|
|
2024
Q1 | $3.53M | Sell |
62,464
-40
| -0.1% | -$2.26K | 2.44% | 6 |
|
|
2023
Q4 | $4.05M | Sell |
62,504
-651
| -1% | -$42.2K | 3.05% | 6 |
|
|
2023
Q3 | $3.42M | Sell |
63,155
-871
| -1% | -$47.1K | 3.31% | 5 |
|
|
2023
Q2 | $4.33M | Buy |
+64,026
| New | +$4.33M | 3.98% | 4 |
|