Laraway Financial Advisors’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 | $378K | Buy |
6,056
+67
| +1% | +$4.18K | 0.29% | 80 |
|
|
2025
Q1 | $378K | Buy |
+5,989
| New | +$378K | 0.3% | 78 |
|
|
2024
Q1 | – | Sell |
-2,751
| Closed | -$178K | – | 114 |
|
|
2023
Q4 | $178K | Sell |
2,751
-32
| -1% | -$2.07K | 0.17% | 109 |
|
|
2023
Q3 | $147K | Sell |
2,783
-11,240
| -80% | -$596K | 0.15% | 106 |
|
|
2023
Q2 | $928K | Buy |
14,023
+18
| +0.1% | +$1.19K | 0.92% | 33 |
|
|
2023
Q1 | $1.06M | Buy |
14,005
+16
| +0.1% | +$1.21K | 1.08% | 27 |
|
|
2022
Q4 | $1.07M | Buy |
+13,989
| New | +$1.07M | 1.12% | 25 |
|