AXS Investments’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
Q1 | – | Sell |
-7,000
| Closed | -$381K | – | 241 |
|
|
2024
Q4 | $381K | Sell |
7,000
-5,500
| -44% | -$300K | 0.11% | 200 |
|
|
2024
Q3 | $779K | Sell |
12,500
-14,200
| -53% | -$885K | 0.21% | 180 |
|
|
2024
Q2 | $1.47M | Buy |
26,700
+18,929
| +244% | +$1.04M | 0.41% | 87 |
|
|
2024
Q1 | $439K | Hold |
7,771
| – | – | 0.11% | 228 |
|
|
2023
Q4 | $504K | Sell |
7,771
-7,310
| -48% | -$474K | 0.12% | 226 |
|
|
2023
Q3 | $799K | Buy |
+15,081
| New | +$799K | 0.21% | 168 |
|