Newbridge Financial Services Group’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 |
-431
| Closed | -$24.3K | – | 1237 |
|
|
2024
Q1 | $24.3K | Sell |
431
-269
| -38% | -$15.2K | 0.01% | 558 |
|
|
2023
Q4 | $45.4K | Sell |
700
-15
| -2% | -$972 | 0.02% | 412 |
|
|
2023
Q3 | $37.9K | Hold |
715
| – | – | 0.02% | 483 |
|
|
2023
Q2 | $47.3K | Buy |
715
+221
| +45% | +$14.6K | 0.02% | 472 |
|
|
2023
Q1 | $37.5K | Hold |
494
| – | – | 0.02% | 533 |
|
|
2022
Q4 | $37.8K | Sell |
494
-1,373
| -74% | -$105K | 0.02% | 533 |
|
|
2022
Q3 | $128K | Buy |
1,867
+1,373
| +278% | +$94.1K | 0.08% | 254 |
|
|
2022
Q2 | $40K | Buy |
+494
| New | +$40K | 0.02% | 457 |
|