Liberty One Investment 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 | $702K | Sell |
11,259
-766
| -6% | -$47.8K | 0.07% | 101 |
|
|
2025
Q1 | $759K | Sell |
12,025
-218
| -2% | -$13.8K | 0.08% | 96 |
|
|
2024
Q4 | $667K | Buy |
12,243
+1,016
| +9% | +$55.4K | 0.07% | 108 |
|
|
2024
Q3 | $699K | Sell |
11,227
-305
| -3% | -$19K | 0.07% | 111 |
|
|
2024
Q2 | $635K | Sell |
11,532
-385
| -3% | -$21.2K | 0.07% | 116 |
|
|
2024
Q1 | $673K | Buy |
11,917
+1,830
| +18% | +$103K | 0.08% | 113 |
|
|
2023
Q4 | $654K | Sell |
10,087
-655
| -6% | -$42.5K | 0.08% | 105 |
|
|
2023
Q3 | $569K | Buy |
10,742
+121
| +1% | +$6.41K | 0.08% | 103 |
|
|
2023
Q2 | $703K | Sell |
10,621
-86
| -0.8% | -$5.69K | 0.09% | 105 |
|
|
2023
Q1 | $812K | Sell |
10,707
-104
| -1% | -$7.89K | 0.11% | 94 |
|
|
2022
Q4 | $828K | Sell |
10,811
-480
| -4% | -$36.7K | 0.12% | 90 |
|
|
2022
Q3 | $772K | Buy |
+11,291
| New | +$772K | 0.13% | 94 |
|