Bleakley 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
2023
Q3
Sell
-7,551
Closed -$500K 962
2023
Q2
$500K Sell
7,551
-104
-1% -$6.88K 0.02% 584
2023
Q1
$581K Sell
7,655
-1,063
-12% -$80.6K 0.02% 527
2022
Q4
$667K Buy
+8,718
New +$667K 0.02% 468