Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
3,747
| – | – | 0.02% | 490 |
|
|
2025
Q1 | $236K | Sell |
3,747
-4,900
| -57% | -$309K | 0.02% | 454 |
|
|
2024
Q4 | $471K | Sell |
8,647
-258
| -3% | -$14.1K | 0.05% | 301 |
|
|
2024
Q3 | $555K | Hold |
8,905
| – | – | 0.06% | 249 |
|
|
2024
Q2 | $490K | Hold |
8,905
| – | – | 0.06% | 257 |
|
|
2024
Q1 | $503K | Hold |
8,905
| – | – | 0.06% | 246 |
|
|
2023
Q4 | $577K | Sell |
8,905
-1,971
| -18% | -$128K | 0.09% | 175 |
|
|
2023
Q3 | $576K | Buy |
10,876
+3
| +0% | +$159 | 0.1% | 153 |
|
|
2023
Q2 | $719K | Buy |
10,873
+4
| +0% | +$265 | 0.12% | 138 |
|
|
2023
Q1 | $824K | Sell |
10,869
-914
| -8% | -$69.3K | 0.16% | 116 |
|
|
2022
Q4 | $902K | Buy |
+11,783
| New | +$902K | 0.2% | 102 |
|