Bare Financial Services’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 | $54K | Hold |
865
| – | – | 0.02% | 67 |
|
|
2025
Q1 | $54.6K | Hold |
865
| – | – | 0.02% | 61 |
|
|
2024
Q4 | $47.1K | Hold |
865
| – | – | 0.02% | 62 |
|
|
2024
Q3 | $53.9K | Hold |
865
| – | – | 0.02% | 60 |
|
|
2024
Q2 | $50K | Hold |
865
| – | – | 0.03% | 58 |
|
|
2024
Q1 | $47.4K | Buy |
865
+625
| +260% | +$34.3K | 0.05% | 54 |
|
|
2023
Q4 | $15.6K | Buy |
+240
| New | +$15.6K | 0.03% | 69 |
|