M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13K | Buy |
209
+27
| +15% | +$1.68K | ﹤0.01% | 362 |
|
|
2024
Q2 | $10K | Buy |
182
+3
| +2% | +$165 | ﹤0.01% | 371 |
|
|
2024
Q1 | $10.1K | Buy |
179
+2
| +1% | +$113 | ﹤0.01% | 364 |
|
|
2023
Q4 | $11.5K | Buy |
177
+33
| +23% | +$2.14K | ﹤0.01% | 384 |
|
|
2023
Q3 | $7.63K | Buy |
+144
| New | +$7.63K | ﹤0.01% | 415 |
|