Beacon Capital Management LLC (Tennessee)’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 | $8.3K | Buy |
133
+2
| +2% | +$125 | ﹤0.01% | 661 |
|
|
2025
Q1 | $8.27K | Buy |
131
+2
| +2% | +$126 | ﹤0.01% | 660 |
|
|
2024
Q4 | $7.03K | Hold |
129
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $8.04K | Hold |
129
| – | – | ﹤0.01% | 700 |
|
|
2024
Q2 | $7.1K | Sell |
129
-336
| -72% | -$18.5K | ﹤0.01% | 636 |
|
|
2024
Q1 | $26.2K | Hold |
465
| – | – | 0.01% | 409 |
|
|
2023
Q4 | $25.1K | Sell |
465
-10
| -2% | -$541 | 0.01% | 348 |
|
|
2023
Q3 | $31.4K | Hold |
475
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $31.4K | Sell |
475
-169
| -26% | -$11.2K | 0.01% | 330 |
|
|
2023
Q1 | $48.9K | Hold |
644
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $49.3K | Sell |
644
-231
| -26% | -$17.7K | 0.02% | 220 |
|
|
2022
Q3 | $71K | Buy |
875
+231
| +36% | +$18.7K | 0.02% | 175 |
|
|
2022
Q2 | $51K | Hold |
644
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $51K | Buy |
+644
| New | +$51K | 0.01% | 241 |
|