InceptionR’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 | $670K | Sell |
10,745
-7,562
| -41% | -$472K | 0.16% | 239 |
|
|
2025
Q1 | $1.16M | Sell |
18,307
-18,142
| -50% | -$1.14M | 0.35% | 74 |
|
|
2024
Q4 | $1.99M | Buy |
+36,449
| New | +$1.99M | 0.44% | 24 |
|
|
2023
Q3 | – | Sell |
-12,424
| Closed | -$822K | – | 597 |
|
|
2023
Q2 | $822K | Buy |
+12,424
| New | +$822K | 0.44% | 53 |
|