Empowered Funds’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
Q1 | – | Sell |
-3,778
| Closed | -$206K | – | 1812 |
|
|
2024
Q4 | $206K | Buy |
3,778
+271
| +8% | +$14.8K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $218K | Buy |
+3,507
| New | +$218K | ﹤0.01% | 1312 |
|
|
2023
Q4 | – | Sell |
-7,452
| Closed | -$395K | – | 1333 |
|
|
2023
Q3 | $395K | Sell |
7,452
-2,648
| -26% | -$140K | 0.01% | 994 |
|
|
2023
Q2 | $668K | Buy |
+10,100
| New | +$668K | 0.02% | 736 |
|