Continuum Advisory’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 | – | Sell |
-19
| Closed | -$1.2K | – | 1584 |
|
|
2025
Q1 | $1.2K | Hold |
19
| – | – | ﹤0.01% | 1482 |
|
|
2024
Q4 | $1.04K | Hold |
19
| – | – | ﹤0.01% | 1610 |
|
|
2024
Q3 | $1.04K | Sell |
19
-1
| -5% | -$55 | ﹤0.01% | 1612 |
|
|
2024
Q2 | $1.1K | Hold |
20
| – | – | ﹤0.01% | 1450 |
|
|
2024
Q1 | $1.16K | Buy |
+20
| New | +$1.16K | ﹤0.01% | 1440 |
|