Keynote Financial Services’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 | $231K | Hold |
3,710
| – | – | 0.16% | 136 |
|
|
2025
Q1 | $234K | Sell |
3,710
-32
| -0.9% | -$2.02K | 0.17% | 133 |
|
|
2024
Q4 | $204K | Sell |
3,742
-18
| -0.5% | -$981 | 0.16% | 137 |
|
|
2024
Q3 | $234K | Hold |
3,760
| – | – | 0.18% | 124 |
|
|
2024
Q2 | $207K | Sell |
3,760
-25
| -0.7% | -$1.38K | 0.17% | 129 |
|
|
2024
Q1 | $214K | Buy |
+3,785
| New | +$214K | 0.18% | 127 |
|