Iron Horse 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 | $9.36K | Hold |
150
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $9.47K | Hold |
150
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $8.17K | Hold |
150
| – | – | ﹤0.01% | 260 |
|
|
2024
Q3 | $9.35K | Hold |
150
| – | – | ﹤0.01% | 244 |
|
|
2024
Q2 | $8.26K | Hold |
150
| – | – | ﹤0.01% | 234 |
|
|
2024
Q1 | $8.47K | Hold |
150
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $9.72K | Sell |
150
-3
| -2% | -$194 | ﹤0.01% | 195 |
|
|
2023
Q3 | $8.11K | Hold |
153
| – | – | ﹤0.01% | 206 |
|
|
2023
Q2 | $10.1K | Hold |
153
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $11.6K | Sell |
153
-8
| -5% | -$607 | 0.01% | 152 |
|
|
2022
Q4 | $12K | Buy |
161
+8
| +5% | +$596 | 0.01% | 123 |
|
|
2022
Q3 | $10K | Hold |
153
| – | – | 0.01% | 88 |
|
|
2022
Q2 | $12K | Hold |
153
| – | – | 0.01% | 119 |
|
|
2022
Q1 | $12K | Buy |
+153
| New | +$12K | 0.01% | 124 |
|