Cary Street Partners Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-775
| Closed | -$58.8K | – | 403 |
|
|
2023
Q1 | $58.8K | Hold |
775
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $59.3K | Hold |
775
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $53K | Buy |
+775
| New | +$53K | 0.01% | 217 |
|
|
2022
Q1 | – | Sell |
-2,817
| Closed | -$226K | – | 182 |
|
|
2021
Q4 | $226K | Buy |
+2,817
| New | +$226K | 0.05% | 161 |
|