Impact Partnership Wealth’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 | – | Sell |
-6,859
| Closed | -$433K | – | 352 |
|
|
2025
Q1 | $433K | Sell |
6,859
-1,440
| -17% | -$90.9K | 0.09% | 136 |
|
|
2024
Q4 | $452K | Buy |
8,299
+289
| +4% | +$15.7K | 0.09% | 142 |
|
|
2024
Q3 | $499K | Buy |
+8,010
| New | +$499K | 0.11% | 111 |
|
|
2024
Q2 | – | Sell |
-6,707
| Closed | -$379K | – | 710 |
|
|
2024
Q1 | $379K | Buy |
+6,707
| New | +$379K | 0.15% | 98 |
|
|
2023
Q4 | – | Sell |
-1,066
| Closed | -$56.5K | – | 1100 |
|
|
2023
Q3 | $56.5K | Buy |
+1,066
| New | +$56.5K | 0.02% | 382 |
|