LRI Investments’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 | $931K | Hold |
14,918
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $942K | Buy |
14,918
+7
| +0% | +$442 | 0.09% | 110 |
|
|
2024
Q4 | $812K | Sell |
14,911
-4,603
| -24% | -$251K | 0.08% | 99 |
|
|
2024
Q3 | $1.07M | Sell |
19,514
-99
| -0.5% | -$5.43K | 0.1% | 83 |
|
|
2024
Q2 | $1.08M | Buy |
19,613
+697
| +4% | +$38.4K | 0.12% | 62 |
|
|
2024
Q1 | $1.07M | Buy |
+18,916
| New | +$1.07M | 0.27% | 42 |
|