Clarity Financial’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
Q4 | – | Sell |
-6,034
| Closed | -$376K | – | 156 |
|
|
2024
Q3 | $376K | Buy |
+6,034
| New | +$376K | 0.04% | 100 |
|
|
2022
Q3 | – | Sell |
-3,841
| Closed | -$312K | – | 102 |
|
|
2022
Q2 | $312K | Sell |
3,841
-166
| -4% | -$13.5K | 0.07% | 71 |
|
|
2022
Q1 | $317K | Hold |
4,007
| – | – | 0.06% | 74 |
|
|
2021
Q4 | $322K | Hold |
4,007
| – | – | 0.05% | 81 |
|
|
2021
Q3 | $287K | Buy |
4,007
+408
| +11% | +$29.2K | 0.05% | 76 |
|
|
2021
Q2 | $263K | Sell |
3,599
-4,736
| -57% | -$346K | 0.05% | 94 |
|
|
2021
Q1 | $578K | Buy |
8,335
+4,736
| +132% | +$328K | 0.12% | 73 |
|
|
2020
Q4 | $249K | Buy |
+3,599
| New | +$249K | 0.06% | 73 |
|