MGO One Seven’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 | $447K | Buy |
7,165
+927
| +15% | +$57.8K | 0.01% | 761 |
|
|
2025
Q1 | $394K | Buy |
6,238
+1,082
| +21% | +$68.3K | 0.02% | 704 |
|
|
2024
Q4 | $281K | Buy |
5,156
+751
| +17% | +$40.9K | 0.01% | 863 |
|
|
2024
Q3 | $274K | Sell |
4,405
-1,453
| -25% | -$90.5K | 0.01% | 796 |
|
|
2024
Q2 | $323K | Sell |
5,858
-1,270
| -18% | -$69.9K | 0.02% | 732 |
|
|
2024
Q1 | $402K | Sell |
7,128
-98
| -1% | -$5.53K | 0.02% | 609 |
|
|
2023
Q4 | $468K | Sell |
7,226
-1,136
| -14% | -$73.6K | 0.03% | 552 |
|
|
2023
Q3 | $443K | Sell |
8,362
-478
| -5% | -$25.3K | 0.03% | 479 |
|
|
2023
Q2 | $585K | Buy |
8,840
+1,074
| +14% | +$71.1K | 0.05% | 371 |
|
|
2023
Q1 | $589K | Sell |
7,766
-29
| -0.4% | -$2.2K | 0.04% | 427 |
|
|
2022
Q4 | $597K | Buy |
7,795
+777
| +11% | +$59.5K | 0.06% | 343 |
|
|
2022
Q3 | $479 | Buy |
7,018
+1,126
| +19% | +$77 | 0.02% | 396 |
|
|
2022
Q2 | $478K | Buy |
5,892
+555
| +10% | +$45K | 0.07% | 328 |
|
|
2022
Q1 | $423K | Buy |
5,337
+396
| +8% | +$31.4K | 0.05% | 413 |
|
|
2021
Q4 | $397K | Buy |
4,941
+388
| +9% | +$31.2K | 0.04% | 422 |
|
|
2021
Q3 | $344K | Buy |
4,553
+29
| +0.6% | +$2.19K | 0.04% | 412 |
|
|
2021
Q2 | $331K | Buy |
4,524
+1,403
| +45% | +$103K | 0.05% | 422 |
|
|
2021
Q1 | $216K | Buy |
+3,121
| New | +$216K | 0.04% | 493 |
|
|
2019
Q1 | – | Sell |
-1,085
| Closed | -$69K | – | 1641 |
|
|
2018
Q4 | $69K | Buy |
+1,085
| New | +$69K | 0.03% | 554 |
|
|
2018
Q1 | $58K | Buy |
962
+3
| +0.3% | +$181 | 0.03% | 577 |
|
|
2017
Q4 | $65K | Buy |
+959
| New | +$65K | 0.03% | 538 |
|