Coppell Advisory Solutions’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
4,227
-99
| -2% | -$6.22K | 0.03% | 314 |
|
|
2025
Q1 | $264K | Sell |
4,326
-859
| -17% | -$52.5K | 0.04% | 281 |
|
|
2024
Q4 | $283K | Sell |
5,185
-69
| -1% | -$3.77K | 0.04% | 226 |
|
|
2024
Q3 | $330K | Buy |
5,254
+1,164
| +28% | +$73K | 0.05% | 207 |
|
|
2024
Q2 | $225K | Buy |
+4,090
| New | +$225K | 0.04% | 238 |
|
|
2023
Q4 | $236K | Sell |
3,640
-500
| -12% | -$32.4K | 0.05% | 243 |
|
|
2023
Q3 | $317K | Buy |
4,140
+117
| +3% | +$8.96K | 0.11% | 133 |
|
|
2023
Q2 | $266K | Buy |
4,023
+106
| +3% | +$7.01K | 0.08% | 160 |
|
|
2023
Q1 | $296K | Sell |
3,917
-223
| -5% | -$16.8K | 0.1% | 160 |
|
|
2022
Q4 | $317K | Buy |
+4,140
| New | +$317K | 0.11% | 135 |
|