Graham Capital Wealth 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
Q2 | $2.27M | Sell |
36,464
-540
| -1% | -$33.7K | 2.53% | 16 |
|
|
2025
Q1 | $2.34M | Sell |
37,004
-16,054
| -30% | -$1.01M | 2.5% | 21 |
|
|
2024
Q4 | $2.89M | Buy |
53,058
+2,132
| +4% | +$116K | 2.49% | 15 |
|
|
2024
Q3 | $3.17M | Buy |
+50,926
| New | +$3.17M | 3.25% | 9 |
|
|
2022
Q2 | – | Sell |
-22,069
| Closed | -$1.75M | – | 110 |
|
|
2022
Q1 | $1.75M | Sell |
22,069
-1,459
| -6% | -$115K | 1.55% | 25 |
|
|
2021
Q4 | $1.84M | Buy |
+23,528
| New | +$1.84M | 1.5% | 22 |
|