GoalVest Advisory’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 | $13.8K | Hold |
222
| – | – | ﹤0.01% | 296 |
|
|
2025
Q1 | $14K | Hold |
222
| – | – | ﹤0.01% | 252 |
|
|
2024
Q4 | $12.1K | Sell |
222
-349
| -61% | -$19K | ﹤0.01% | 272 |
|
|
2024
Q3 | $35.6K | Sell |
571
-2,750
| -83% | -$171K | 0.01% | 217 |
|
|
2024
Q2 | $183K | Buy |
3,321
+100
| +3% | +$5.51K | 0.06% | 107 |
|
|
2024
Q1 | $182K | Buy |
3,221
+2,589
| +410% | +$146K | 0.06% | 110 |
|
|
2023
Q4 | $41K | Sell |
632
-12,152
| -95% | -$788K | 0.02% | 155 |
|
|
2023
Q3 | $677K | Sell |
12,784
-411
| -3% | -$21.8K | 0.34% | 54 |
|
|
2023
Q2 | $873K | Sell |
13,195
-2,599
| -16% | -$172K | 0.45% | 45 |
|
|
2023
Q1 | $1.2M | Buy |
15,794
+1,265
| +9% | +$96K | 0.7% | 34 |
|
|
2022
Q4 | $1.11M | Buy |
14,529
+1,527
| +12% | +$117K | 0.72% | 35 |
|
|
2022
Q3 | $889K | Buy |
13,002
+4,098
| +46% | +$280K | 0.62% | 44 |
|
|
2022
Q2 | $716K | Buy |
+8,904
| New | +$716K | 0.45% | 75 |
|