Bogart Wealth LLC’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 | $6.24K | Hold |
100
| – | – | ﹤0.01% | 884 |
|
|
2025
Q1 | $6.31K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
|
2024
Q4 | $5.45K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
|
2024
Q3 | $6.23K | Hold |
100
| – | – | ﹤0.01% | 787 |
|
|
2024
Q2 | $5.51K | Hold |
100
| – | – | ﹤0.01% | 769 |
|
|
2024
Q1 | $5.64K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $6.48K | Buy |
100
+83
| +488% | +$5.38K | ﹤0.01% | 700 |
|
|
2023
Q3 | $919 | Hold |
17
| – | – | ﹤0.01% | 964 |
|
|
2023
Q2 | $1.15K | Hold |
17
| – | – | ﹤0.01% | 940 |
|
|
2023
Q1 | $1.32K | Hold |
17
| – | – | ﹤0.01% | 966 |
|
|
2022
Q4 | $1.33K | Hold |
17
| – | – | ﹤0.01% | 835 |
|
|
2022
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 960 |
|