Naviter Wealth’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 | $1.11M | Buy |
17,536
+1,543
| +10% | +$97.6K | 0.14% | 159 |
|
|
2025
Q1 | $1M | Buy |
15,993
+159
| +1% | +$9.97K | 0.12% | 173 |
|
|
2024
Q4 | $877K | Sell |
15,834
-6,487
| -29% | -$359K | 0.11% | 179 |
|
|
2024
Q3 | $1.41M | Buy |
22,321
+3,079
| +16% | +$195K | 0.2% | 138 |
|
|
2024
Q2 | $1.08M | Buy |
19,242
+1,126
| +6% | +$63K | 0.16% | 150 |
|
|
2024
Q1 | $1.04M | Buy |
18,116
+2,691
| +17% | +$154K | 0.17% | 153 |
|
|
2023
Q4 | $1.01M | Buy |
15,425
+1,465
| +10% | +$96.2K | 0.2% | 131 |
|
|
2023
Q3 | $754K | Buy |
13,960
+3,589
| +35% | +$194K | 0.18% | 136 |
|
|
2023
Q2 | $697K | Buy |
10,371
+944
| +10% | +$63.4K | 0.18% | 141 |
|
|
2023
Q1 | $725K | Buy |
9,427
+2,515
| +36% | +$193K | 0.25% | 112 |
|
|
2022
Q4 | $574K | Buy |
6,912
+1,651
| +31% | +$137K | 0.16% | 140 |
|
|
2022
Q3 | $365K | Buy |
+5,261
| New | +$365K | 0.15% | 149 |
|