DFG
Dupree Financial Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Sell |
83,456
-18,367
| -18% | -$1.15M | 2.05% | 22 |
|
|
2025
Q1 | $6.43M | Buy |
101,823
+995
| +1% | +$62.8K | 2.61% | 14 |
|
|
2024
Q4 | $5.49M | Buy |
100,828
+1,933
| +2% | +$105K | 2.51% | 13 |
|
|
2024
Q3 | $6.16M | Buy |
98,895
+531
| +0.5% | +$33.1K | 2.47% | 12 |
|
|
2024
Q2 | $5.41M | Buy |
98,364
+2,195
| +2% | +$121K | 2.46% | 15 |
|
|
2024
Q1 | $5.43M | Buy |
96,169
+529
| +0.6% | +$29.9K | 2.42% | 17 |
|
|
2023
Q4 | $6.2M | Buy |
+95,640
| New | +$6.2M | 3.03% | 12 |
|