LGT 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 | – | Sell |
-1,300
| Closed | -$82K | – | 630 |
|
|
2025
Q1 | $82K | Sell |
1,300
-1,519
| -54% | -$95.9K | 0.25% | 85 |
|
|
2024
Q4 | $154K | Buy |
2,819
+22
| +0.8% | +$1.2K | 0.34% | 58 |
|
|
2024
Q3 | $174K | Sell |
2,797
-3,464
| -55% | -$216K | 0.43% | 43 |
|
|
2024
Q2 | $345K | Sell |
6,261
-3,569
| -36% | -$196K | 0.73% | 31 |
|
|
2024
Q1 | $555K | Sell |
9,830
-1,411
| -13% | -$79.6K | 0.64% | 29 |
|
|
2023
Q4 | $729K | Sell |
11,241
-4,277
| -28% | -$277K | 0.89% | 20 |
|
|
2023
Q3 | $822K | Buy |
15,518
+609
| +4% | +$32.3K | 1.04% | 17 |
|
|
2023
Q2 | $987K | Buy |
14,909
+92
| +0.6% | +$6.09K | 1.05% | 24 |
|
|
2023
Q1 | $1.12M | Buy |
14,817
+82
| +0.6% | +$6.22K | 2.09% | 10 |
|
|
2022
Q4 | $1.13M | Buy |
+14,735
| New | +$1.13M | 1.33% | 17 |
|