Money Concepts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,218
| Closed | -$203K | – | 459 |
|
|
2025
Q1 | $203K | Buy |
+3,218
| New | +$203K | 0.02% | 404 |
|
|
2023
Q2 | – | Sell |
-10,702
| Closed | -$817K | – | 496 |
|
|
2023
Q1 | $817K | Sell |
10,702
-3,040
| -22% | -$232K | 0.05% | 244 |
|
|
2022
Q4 | $1.05M | Buy |
13,742
+2,327
| +20% | +$178K | 0.05% | 284 |
|
|
2022
Q3 | $780K | Buy |
+11,415
| New | +$780K | 0.05% | 252 |
|
|
2022
Q2 | – | Sell |
-1,264
| Closed | -$100K | – | 2634 |
|
|
2022
Q1 | $100K | Buy |
+1,264
| New | +$100K | 0.01% | 991 |
|