Little House Capital’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,286
| Closed | -$780K | – | 112 |
|
|
2023
Q1 | $780K | Sell |
10,286
-5,452
| -35% | -$414K | 0.37% | 77 |
|
|
2022
Q4 | $1.2M | Buy |
15,738
+255
| +2% | +$19.5K | 0.6% | 49 |
|
|
2022
Q3 | $1.06M | Buy |
15,483
+1,271
| +9% | +$86.9K | 0.56% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
14,212
+5,125
| +56% | +$416K | 0.62% | 45 |
|
|
2022
Q1 | $719K | Buy |
+9,087
| New | +$719K | 0.37% | 75 |
|
|
2021
Q2 | – | Sell |
-6,565
| Closed | -$455K | – | 188 |
|
|
2021
Q1 | $455K | Buy |
+6,565
| New | +$455K | 0.16% | 80 |
|