Gen-Wealth Partners’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 | $186K | Sell |
2,982
-76
| -2% | -$4.74K | 0.07% | 229 |
|
|
2025
Q1 | $193K | Sell |
3,058
-118
| -4% | -$7.45K | 0.08% | 212 |
|
|
2024
Q4 | $173K | Sell |
3,176
-755
| -19% | -$41.1K | 0.07% | 223 |
|
|
2024
Q3 | $221K | Sell |
3,931
-5,112
| -57% | -$287K | 0.1% | 208 |
|
|
2024
Q2 | $498K | Buy |
9,043
+3,893
| +76% | +$214K | 0.24% | 103 |
|
|
2024
Q1 | $291K | Buy |
+5,150
| New | +$291K | 0.14% | 160 |
|