Atomi Financial 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 | $595K | Buy |
9,536
+1,260
| +15% | +$78.6K | 0.02% | 517 |
|
|
2025
Q1 | $522K | Buy |
8,276
+2,313
| +39% | +$146K | 0.02% | 518 |
|
|
2024
Q4 | $325K | Sell |
5,963
-1,961
| -25% | -$107K | 0.02% | 684 |
|
|
2024
Q3 | $494K | Buy |
7,924
+1,707
| +27% | +$106K | 0.03% | 454 |
|
|
2024
Q2 | $342K | Buy |
6,217
+1,956
| +46% | +$108K | 0.03% | 537 |
|
|
2024
Q1 | $240K | Buy |
+4,261
| New | +$240K | 0.02% | 612 |
|
|
2023
Q2 | – | Sell |
-6,287
| Closed | -$477K | – | 288 |
|
|
2023
Q1 | $477K | Buy |
+6,287
| New | +$477K | 0.27% | 101 |
|