Merit Financial Group’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 | $466K | Buy |
7,478
+1,190
| +19% | +$74.2K | 0.01% | 1133 |
|
|
2025
Q1 | $397K | Buy |
+6,288
| New | +$397K | 0.01% | 1026 |
|
|
2024
Q4 | – | Sell |
-3,627
| Closed | -$226K | – | 1189 |
|
|
2024
Q3 | $226K | Buy |
+3,627
| New | +$226K | 0.01% | 757 |
|
|
2023
Q1 | – | Sell |
-18,002
| Closed | -$1.38M | – | 730 |
|
|
2022
Q4 | $1.38M | Buy |
18,002
+2
| +0% | +$153 | 0.05% | 240 |
|
|
2022
Q3 | $1.23M | Buy |
18,000
+2
| +0% | +$137 | 0.05% | 218 |
|
|
2022
Q2 | $1.46M | Buy |
+17,998
| New | +$1.46M | 0.05% | 199 |
|