Monument 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
Q2 | – | Sell |
-3,618
| Closed | -$204K | – | 200 |
|
|
2024
Q1 | $204K | Buy |
3,618
+46
| +1% | +$2.6K | 0.06% | 185 |
|
|
2023
Q4 | $232K | Sell |
3,572
-2,426
| -40% | -$157K | 0.07% | 163 |
|
|
2023
Q3 | $318K | Sell |
5,998
-721
| -11% | -$38.2K | 0.11% | 134 |
|
|
2023
Q2 | $445K | Sell |
6,719
-8,220
| -55% | -$544K | 0.14% | 113 |
|
|
2023
Q1 | $1.13M | Sell |
14,939
-983
| -6% | -$74.6K | 0.38% | 70 |
|
|
2022
Q4 | $1.22M | Sell |
15,922
-6,197
| -28% | -$474K | 0.42% | 69 |
|
|
2022
Q3 | $1.51M | Buy |
+22,119
| New | +$1.51M | 0.57% | 55 |
|
|
2019
Q1 | – | Sell |
-16,969
| Closed | -$1.09M | – | 89 |
|
|
2018
Q4 | $1.09M | Buy |
+16,969
| New | +$1.09M | 0.68% | 60 |
|