Cornerstone Planning Group’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 | $8.26K | Sell |
125
-167
| -57% | -$11K | ﹤0.01% | 602 |
|
|
2025
Q1 | $17.8K | Buy |
292
+134
| +85% | +$8.18K | ﹤0.01% | 439 |
|
|
2024
Q4 | $9.02K | Buy |
158
+12
| +8% | +$685 | ﹤0.01% | 448 |
|
|
2024
Q3 | $8.29K | Sell |
146
-32
| -18% | -$1.82K | ﹤0.01% | 455 |
|
|
2024
Q2 | $9.92K | Sell |
178
-11
| -6% | -$613 | ﹤0.01% | 440 |
|
|
2024
Q1 | $10.7K | Sell |
189
-13
| -6% | -$736 | ﹤0.01% | 394 |
|
|
2023
Q4 | $13.1K | Sell |
202
-170
| -46% | -$11K | ﹤0.01% | 383 |
|
|
2023
Q3 | $19.7K | Sell |
372
-214
| -37% | -$11.3K | 0.01% | 306 |
|
|
2023
Q2 | $38.8K | Buy |
+586
| New | +$38.8K | 0.02% | 285 |
|
|
2022
Q4 | $43.3K | Buy |
+535
| New | +$43.3K | 0.02% | 292 |
|