Farther Finance Advisors’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 | $382K | Buy |
6,117
+653
| +12% | +$40.7K | 0.01% | 1047 |
|
|
2025
Q1 | $344K | Buy |
5,464
+2,859
| +110% | +$180K | 0.01% | 967 |
|
|
2024
Q4 | $142K | Buy |
2,605
+1,085
| +71% | +$59.1K | 0.01% | 1154 |
|
|
2024
Q3 | $94.7K | Buy |
1,520
+838
| +123% | +$52.2K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $37.2K | Sell |
682
-195
| -22% | -$10.6K | ﹤0.01% | 1534 |
|
|
2024
Q1 | $49.2K | Buy |
877
+284
| +48% | +$15.9K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $38.4K | Sell |
593
-82
| -12% | -$5.32K | ﹤0.01% | 1131 |
|
|
2023
Q3 | $35.8K | Buy |
675
+107
| +19% | +$5.67K | 0.01% | 899 |
|
|
2023
Q2 | $37.6K | Sell |
568
-12
| -2% | -$794 | 0.01% | 760 |
|
|
2023
Q1 | $44K | Sell |
580
-65
| -10% | -$4.93K | 0.01% | 634 |
|
|
2022
Q4 | $49.4K | Buy |
+645
| New | +$49.4K | 0.02% | 488 |
|