Liberty Square Wealth Partners’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
$694K Buy
11,131
+122
+1% +$7.61K 0.24% 58
2025
Q1
$695K Sell
11,009
-90
-0.8% -$5.68K 0.27% 62
2024
Q4
$651K Buy
+11,099
New +$651K 0.24% 65