Choreo LLC’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 | $426K | Buy |
6,731
+926
| +16% | +$58.6K | 0.01% | 973 |
|
|
2025
Q1 | $371K | Buy |
5,805
+311
| +6% | +$19.9K | 0.01% | 994 |
|
|
2024
Q4 | $300K | Sell |
5,494
-3,069
| -36% | -$167K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $530K | Buy |
8,563
+929
| +12% | +$57.5K | 0.01% | 868 |
|
|
2024
Q2 | $418K | Buy |
+7,634
| New | +$418K | 0.01% | 899 |
|
|
2023
Q2 | – | Sell |
-2,654
| Closed | -$201K | – | 500 |
|
|
2023
Q1 | $201K | Buy |
+2,654
| New | +$201K | 0.01% | 457 |
|