Focus Partners Wealth’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 | $4.32M | Buy |
69,276
+4,900
| +8% | +$306K | 0.01% | 714 |
|
|
2025
Q1 | $4.07M | Sell |
64,376
-19,862
| -24% | -$1.25M | 0.01% | 681 |
|
|
2024
Q4 | $4.59M | Sell |
84,238
-11,343
| -12% | -$618K | 0.01% | 628 |
|
|
2024
Q3 | $5.95M | Buy |
95,581
+90,528
| +1,792% | +$5.64M | 0.02% | 514 |
|
|
2024
Q2 | $278K | Buy |
5,053
+195
| +4% | +$10.7K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $274K | Buy |
4,858
+123
| +3% | +$6.94K | ﹤0.01% | 863 |
|
|
2023
Q4 | $307K | Buy |
+4,735
| New | +$307K | ﹤0.01% | 666 |
|