Family Legacy Inc’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 | $312K | Buy |
5,008
+78
| +2% | +$4.87K | 0.1% | 111 |
|
|
2025
Q1 | $311K | Sell |
4,930
-29
| -0.6% | -$1.83K | 0.11% | 110 |
|
|
2024
Q4 | $272K | Sell |
4,959
-1,491
| -23% | -$81.7K | 0.09% | 115 |
|
|
2024
Q3 | $402K | Sell |
6,450
-499
| -7% | -$31.1K | 0.13% | 106 |
|
|
2024
Q2 | $383K | Sell |
6,949
-189
| -3% | -$10.4K | 0.14% | 107 |
|
|
2024
Q1 | $403K | Sell |
7,138
-2,038
| -22% | -$115K | 0.14% | 103 |
|
|
2023
Q4 | $595K | Buy |
9,176
+58
| +0.6% | +$3.76K | 0.23% | 90 |
|
|
2023
Q3 | $483K | Buy |
9,118
+439
| +5% | +$23.3K | 0.2% | 94 |
|
|
2023
Q2 | $574K | Buy |
8,679
+165
| +2% | +$10.9K | 0.23% | 92 |
|
|
2023
Q1 | $646K | Buy |
8,514
+443
| +5% | +$33.6K | 0.28% | 87 |
|
|
2022
Q4 | $669K | Buy |
8,071
+1,566
| +24% | +$130K | 0.29% | 86 |
|
|
2022
Q3 | $445K | Buy |
6,505
+4,012
| +161% | +$274K | 0.22% | 93 |
|
|
2022
Q2 | $201K | Buy |
+2,493
| New | +$201K | 0.1% | 109 |
|