Ashton Thomas Private Wealth’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27,859
Closed -$1.74M 811
2024
Q3
$1.74M Buy
27,859
+7,367
+36% +$459K 0.09% 233
2024
Q2
$1.13M Buy
20,492
+2,552
+14% +$140K 0.06% 286
2024
Q1
$1.01M Buy
17,940
+4,433
+33% +$250K 0.06% 301
2023
Q4
$875K Buy
+13,507
New +$875K 0.06% 315