Fiduciary Alliance’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
$1.56M Sell
24,937
-285
-1% -$17.8K 0.12% 172
2025
Q1
$1.59M Sell
25,222
-812
-3% -$51.2K 0.16% 129
2024
Q4
$1.42M Buy
+26,034
New +$1.42M 0.14% 132
2023
Q3
Sell
-557
Closed -$36.9K 956
2023
Q2
$36.9K Buy
+557
New +$36.9K 0.01% 347