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