Ignite Planners’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 | $407K | Buy |
6,595
+30
| +0.5% | +$1.85K | 0.07% | 244 |
|
|
2025
Q1 | $406K | Buy |
6,565
+1,144
| +21% | +$70.8K | 0.08% | 230 |
|
|
2024
Q4 | $297K | Sell |
5,421
-312
| -5% | -$17.1K | 0.07% | 234 |
|
|
2024
Q3 | $357K | Sell |
5,733
-3
| -0.1% | -$187 | 0.08% | 206 |
|
|
2024
Q2 | $316K | Buy |
5,736
+41
| +0.7% | +$2.26K | 0.08% | 207 |
|
|
2024
Q1 | $319K | Sell |
5,695
-35
| -0.6% | -$1.96K | 0.09% | 205 |
|
|
2023
Q4 | $377K | Sell |
5,730
-491
| -8% | -$32.3K | 0.11% | 179 |
|
|
2023
Q3 | $319K | Buy |
6,221
+141
| +2% | +$7.22K | 0.1% | 230 |
|
|
2023
Q2 | $403K | Sell |
6,080
-342
| -5% | -$22.7K | 0.15% | 142 |
|
|
2023
Q1 | $469K | Buy |
6,422
+240
| +4% | +$17.5K | 0.19% | 132 |
|
|
2022
Q4 | $519K | Buy |
6,182
+1,300
| +27% | +$109K | 0.22% | 120 |
|
|
2022
Q3 | $345K | Buy |
4,882
+183
| +4% | +$12.9K | 0.28% | 113 |
|
|
2022
Q2 | $374K | Buy |
4,699
+26
| +0.6% | +$2.07K | 0.31% | 103 |
|
|
2022
Q1 | $390K | Buy |
4,673
+212
| +5% | +$17.7K | 0.26% | 108 |
|
|
2021
Q4 | $344K | Buy |
+4,461
| New | +$344K | 0.22% | 121 |
|