Napa Wealth 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
Q4 | – | Sell |
-4,716
| Closed | -$294K | – | 218 |
|
|
2024
Q3 | $294K | Buy |
4,716
+778
| +20% | +$48.5K | 0.14% | 138 |
|
|
2024
Q2 | $217K | Buy |
+3,938
| New | +$217K | 0.15% | 105 |
|
|
2024
Q1 | – | Sell |
-4,022
| Closed | -$261K | – | 120 |
|
|
2023
Q4 | $261K | Buy |
+4,022
| New | +$261K | 0.14% | 96 |
|