Beacon Capital Management Inc (Ohio)’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 | $14K | Buy |
+224
| New | +$14K | ﹤0.01% | 76 |
|
|
2024
Q1 | – | Sell |
-224
| Closed | -$14.5K | – | 63 |
|
|
2023
Q4 | $14.5K | Sell |
224
-5
| -2% | -$324 | ﹤0.01% | 53 |
|
|
2023
Q3 | $12.1K | Hold |
229
| – | – | ﹤0.01% | 46 |
|
|
2023
Q2 | $15.1K | Hold |
229
| – | – | ﹤0.01% | 48 |
|
|
2023
Q1 | $17.4K | Buy |
+229
| New | +$17.4K | ﹤0.01% | 60 |
|