DoubleLine ETF Adviser’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 | $803K | Buy |
12,869
+150
| +1% | +$9.36K | 0.26% | 92 |
|
|
2025
Q1 | $803K | Sell |
12,719
-2,995
| -19% | -$189K | 0.27% | 97 |
|
|
2024
Q4 | $856K | Buy |
15,714
+74
| +0.5% | +$4.03K | 0.23% | 111 |
|
|
2024
Q3 | $974K | Buy |
+15,640
| New | +$974K | 0.24% | 102 |
|
|
2024
Q2 | – | Sell |
-16,709
| Closed | -$943K | – | 244 |
|
|
2024
Q1 | $943K | Buy |
16,709
+1,662
| +11% | +$93.8K | 0.24% | 100 |
|
|
2023
Q4 | $975K | Buy |
+15,047
| New | +$975K | 0.28% | 88 |
|
|
2023
Q2 | – | Sell |
-10,667
| Closed | -$809K | – | 253 |
|
|
2023
Q1 | $809K | Buy |
10,667
+1,238
| +13% | +$93.9K | 0.34% | 69 |
|
|
2022
Q4 | $722K | Buy |
+9,429
| New | +$722K | 0.37% | 72 |
|