Horizon Investments’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 | $1.5K | Hold |
24
| – | – | ﹤0.01% | 1023 |
|
|
2025
Q1 | $1.52K | Buy |
+24
| New | +$1.52K | ﹤0.01% | 745 |
|
|
2024
Q4 | – | Sell |
-32
| Closed | -$1.99K | – | 925 |
|
|
2024
Q3 | $1.99K | Buy |
32
+9
| +39% | +$561 | ﹤0.01% | 701 |
|
|
2024
Q2 | $1.27K | Buy |
+23
| New | +$1.27K | ﹤0.01% | 723 |
|
|
2018
Q4 | – | Sell |
-10,642
| Closed | -$670K | – | 307 |
|
|
2018
Q3 | $670K | Hold |
10,642
| – | – | 0.02% | 170 |
|
|
2018
Q2 | $692K | Buy |
+10,642
| New | +$692K | 0.03% | 169 |
|