Financial Avengers’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-55
| Closed | -$3.11K | – | 169 |
|
|
2024
Q1 | $3.11K | Hold |
55
| – | – | ﹤0.01% | 128 |
|
|
2023
Q4 | $3.55K | Hold |
55
| – | – | ﹤0.01% | 144 |
|
|
2023
Q3 | $2.91K | Buy |
55
+1
| +2% | +$53 | ﹤0.01% | 148 |
|
|
2023
Q2 | $3.57K | Buy |
54
+1
| +2% | +$66 | ﹤0.01% | 129 |
|
|
2023
Q1 | $4.04K | Buy |
53
+1
| +2% | +$76 | ﹤0.01% | 128 |
|
|
2022
Q4 | $4.02K | Hold |
52
| – | – | ﹤0.01% | 126 |
|
|
2022
Q3 | $4K | Sell |
52
-23
| -31% | -$1.77K | ﹤0.01% | 124 |
|
|
2022
Q2 | $6K | Buy |
75
+1
| +1% | +$80 | ﹤0.01% | 125 |
|
|
2022
Q1 | $6K | Buy |
74
+2
| +3% | +$162 | ﹤0.01% | 130 |
|
|
2021
Q4 | $6K | Buy |
72
+1
| +1% | +$83 | ﹤0.01% | 135 |
|
|
2021
Q3 | $5K | Buy |
71
+1
| +1% | +$70 | ﹤0.01% | 136 |
|
|
2021
Q2 | $5K | Buy |
70
+1
| +1% | +$71 | ﹤0.01% | 140 |
|
|
2021
Q1 | $5K | Buy |
69
+1
| +1% | +$72 | ﹤0.01% | 140 |
|
|
2020
Q4 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 142 |
|