Empower Advisory 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 | $294K | Sell |
4,719
-1,108
| -19% | -$69.1K | ﹤0.01% | 411 |
|
2025
Q1 | $368K | Buy |
5,827
+1,423
| +32% | +$89.8K | ﹤0.01% | 369 |
|
2024
Q4 | $240K | Sell |
4,404
-1,553
| -26% | -$84.6K | ﹤0.01% | 448 |
|
2024
Q3 | $371K | Sell |
5,957
-564
| -9% | -$35.1K | ﹤0.01% | 365 |
|
2024
Q2 | $359K | Sell |
6,521
-601
| -8% | -$33.1K | ﹤0.01% | 357 |
|
2024
Q1 | $402K | Buy |
7,122
+449
| +7% | +$25.3K | ﹤0.01% | 344 |
|
2023
Q4 | $432K | Sell |
6,673
-881
| -12% | -$57.1K | ﹤0.01% | 316 |
|
2023
Q3 | $400K | Sell |
7,554
-947
| -11% | -$50.2K | ﹤0.01% | 325 |
|
2023
Q2 | $563K | Buy |
8,501
+1,016
| +14% | +$67.2K | ﹤0.01% | 291 |
|
2023
Q1 | $559K | Buy |
+7,485
| New | +$559K | ﹤0.01% | 294 |
|