New England Capital Financial Advisors’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 | $36.3K | Hold |
583
| – | – | 0.02% | 136 |
|
|
2025
Q1 | $36.8K | Hold |
583
| – | – | 0.02% | 131 |
|
|
2024
Q4 | $31.7K | Hold |
583
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $36.3K | Hold |
583
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $32.1K | Hold |
583
| – | – | 0.02% | 139 |
|
|
2024
Q1 | $32.9K | Hold |
583
| – | – | 0.02% | 136 |
|
|
2023
Q4 | $37.8K | Sell |
583
-12
| -2% | -$777 | 0.02% | 128 |
|
|
2023
Q3 | $31.5K | Hold |
595
| – | – | 0.02% | 133 |
|
|
2023
Q2 | $39.4K | Hold |
595
| – | – | 0.03% | 128 |
|
|
2023
Q1 | $45.1K | Hold |
595
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $48.9K | Buy |
+595
| New | +$48.9K | 0.03% | 121 |
|