Bruce G. Allen Investments’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 | $89.5K | Sell |
1,435
-2
| -0.1% | -$125 | 0.07% | 170 |
|
|
2025
Q1 | $90.7K | Sell |
1,437
-34
| -2% | -$2.15K | 0.07% | 153 |
|
|
2024
Q4 | $80.1K | Buy |
1,471
+293
| +25% | +$16K | 0.07% | 175 |
|
|
2024
Q3 | $73.4K | Buy |
1,178
+36
| +3% | +$2.24K | 0.06% | 195 |
|
|
2024
Q2 | $62.9K | Buy |
1,142
+336
| +42% | +$18.5K | 0.05% | 205 |
|
|
2024
Q1 | $45.5K | Buy |
806
+691
| +601% | +$39K | 0.04% | 255 |
|
|
2023
Q4 | $7.45K | Buy |
+115
| New | +$7.45K | 0.01% | 533 |
|