Cambria Investment Management’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 |
-9,226
| Closed | -$503K | – | 469 |
|
|
2024
Q4 | $503K | Buy |
9,226
+2,414
| +35% | +$132K | 0.03% | 233 |
|
|
2024
Q3 | $424K | Buy |
+6,812
| New | +$424K | 0.03% | 252 |
|
|
2023
Q3 | – | Sell |
-4,210
| Closed | -$279K | – | 285 |
|
|
2023
Q2 | $279K | Sell |
4,210
-443
| -10% | -$29.3K | 0.02% | 246 |
|
|
2023
Q1 | $353K | Buy |
4,653
+665
| +17% | +$50.4K | 0.03% | 227 |
|
|
2022
Q4 | $305K | Buy |
+3,988
| New | +$305K | 0.03% | 218 |
|