Carnegie Lake Advisors’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
$1.03M Hold
16,525
0.41% 70
2025
Q1
$1.04M Sell
16,525
-40
-0.2% -$2.53K 0.42% 65
2024
Q4
$902K Buy
16,565
+535
+3% +$29.1K 0.36% 73
2024
Q3
$999K Buy
+16,030
New +$999K 0.4% 68