Caitlin John’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
Q1 | – | Sell |
-28
| Closed | -$1.5K | – | 794 |
|
|
2024
Q4 | $1.5K | Hold |
28
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $1.53K | Buy |
28
+1
| +4% | +$55 | ﹤0.01% | 673 |
|
|
2024
Q2 | $1.47K | Buy |
27
+1
| +4% | +$55 | ﹤0.01% | 677 |
|
|
2024
Q1 | $1.49K | Hold |
26
| – | – | ﹤0.01% | 706 |
|
|
2023
Q4 | $1.71K | Buy |
+26
| New | +$1.71K | ﹤0.01% | 700 |
|