Cape Investment Advisory’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 |
-192
| Closed | -$10.5K | – | 1199 |
|
|
2024
Q4 | $10.5K | Buy |
192
+2
| +1% | +$109 | ﹤0.01% | 578 |
|
|
2024
Q3 | $11.8K | Buy |
190
+3
| +2% | +$186 | ﹤0.01% | 534 |
|
|
2024
Q2 | $10.3K | Buy |
187
+3
| +2% | +$165 | ﹤0.01% | 514 |
|
|
2024
Q1 | $10.4K | Buy |
184
+3
| +2% | +$169 | ﹤0.01% | 545 |
|
|
2023
Q4 | $11.8K | Sell |
181
-1
| -0.5% | -$65 | 0.01% | 629 |
|
|
2023
Q3 | $9.63K | Buy |
+182
| New | +$9.63K | 0.01% | 558 |
|
|
2023
Q2 | – | Sell |
-77
| Closed | -$5.81K | – | 989 |
|
|
2023
Q1 | $5.81K | Buy |
+77
| New | +$5.81K | ﹤0.01% | 638 |
|