Financial Gravity Asset Management’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
Q1 | $85.8K | Buy |
+1,359
| New | +$85.8K | 0.02% | 243 |
|
|
2024
Q2 | $74.8K | Sell |
1,359
-1,359
| -50% | -$74.8K | 0.02% | 209 |
|
|
2024
Q1 | $165K | Buy |
2,718
+1,359
| +100% | +$82.4K | 0.02% | 226 |
|
|
2023
Q4 | $88.1K | Buy |
+1,359
| New | +$88.1K | ﹤0.01% | 548 |
|
|
2022
Q4 | – | Sell |
-1,286
| Closed | -$2.1K | – | 1539 |
|
|
2022
Q3 | $2.1K | Sell |
1,286
-239
| -16% | -$390 | 0.07% | 285 |
|
|
2022
Q2 | $2.58K | Buy |
+1,525
| New | +$2.58K | 0.08% | 247 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 945 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 773 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$32 | – | 939 |
|
|
2020
Q1 | $32 | Sell |
60
-25
| -29% | -$13 | ﹤0.01% | 991 |
|
|
2019
Q4 | $86K | Sell |
85
-81
| -49% | -$82K | 0.06% | 387 |
|
|
2019
Q3 | $15K | Sell |
166
-130
| -44% | -$11.7K | 0.01% | 524 |
|
|
2019
Q2 | $24K | Buy |
296
+108
| +57% | +$8.76K | 0.02% | 458 |
|
|
2019
Q1 | $14K | Buy |
+188
| New | +$14K | 0.01% | 498 |
|