KPP Advisory 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 | $306K | Sell |
4,906
-50
| -1% | -$3.12K | 0.05% | 252 |
|
|
2025
Q1 | $313K | Buy |
4,956
+152
| +3% | +$9.59K | 0.06% | 242 |
|
|
2024
Q4 | $262K | Buy |
4,804
+959
| +25% | +$52.2K | 0.06% | 213 |
|
|
2024
Q3 | $240K | Sell |
3,845
-179
| -4% | -$11.2K | 0.06% | 224 |
|
|
2024
Q2 | $222K | Buy |
+4,024
| New | +$222K | 0.06% | 221 |
|
|
2024
Q1 | – | Sell |
-3,225
| Closed | -$209K | – | 245 |
|
|
2023
Q4 | $209K | Buy |
+3,225
| New | +$209K | 0.18% | 119 |
|