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 |
|