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Claris Financial’s W.P. Carey WPC Stock Holding History

Claris Financial’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
4,736
-522
-10% -$32.6K 0.22% 107
2025
Q1 		$286K Hold
5,258
– – 0.19% 118
2024
Q4 		$286K Buy
+5,258
New +$286K 0.19% 118