Dogwood Wealth 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 | $7.08K | Buy |
114
+43
| +61% | +$2.67K | ﹤0.01% | 345 |
|
|
2025
Q1 | $4.46K | Buy |
71
+1
| +1% | +$63 | ﹤0.01% | 252 |
|
|
2024
Q4 | $3.79K | Buy |
+70
| New | +$3.79K | ﹤0.01% | 214 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1 | – | 578 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 613 |
|
|
2024
Q1 | – | Hold |
0
| – | -$2 | – | 617 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 585 |
|