EdgeRock Capital’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-715
| Closed | -$39.4K | – | 289 |
|
|
2024
Q2 | $39.4K | Buy |
+715
| New | +$39.4K | 0.03% | 127 |
|
|
2024
Q1 | – | Sell |
-526
| Closed | -$32.4K | – | 306 |
|
|
2023
Q4 | $32.4K | Buy |
+526
| New | +$32.4K | 0.02% | 144 |
|
|
2022
Q4 | – | Sell |
-867
| Closed | -$59K | – | 398 |
|
|
2022
Q3 | $59K | Buy |
+867
| New | +$59K | 0.03% | 94 |
|