Chilton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-180
| Closed | -$11.7K | – | 663 |
|
|
2023
Q4 | $11.7K | Sell |
180
-4
| -2% | -$259 | ﹤0.01% | 464 |
|
|
2023
Q3 | $9.74K | Sell |
184
-775
| -81% | -$41K | ﹤0.01% | 429 |
|
|
2023
Q2 | $63.4K | Hold |
959
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $72.7K | Buy |
+959
| New | +$72.7K | ﹤0.01% | 305 |
|
|
2022
Q3 | – | Sell |
-1,556
| Closed | -$127K | – | 620 |
|
|
2022
Q2 | $127K | Buy |
+1,556
| New | +$127K | 0.01% | 242 |
|
|
2022
Q1 | – | Sell |
-1,556
| Closed | -$125K | – | 615 |
|
|
2021
Q4 | $125K | Buy |
+1,556
| New | +$125K | 0.01% | 257 |
|