Oak Thistle LLC’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 | – | Sell |
-51,452
| Closed | -$3.25M | – | 620 |
|
|
2025
Q1 | $3.25M | Buy |
+51,452
| New | +$3.25M | 0.65% | 25 |
|
|
2023
Q4 | – | Sell |
-11,691
| Closed | -$619K | – | 666 |
|
|
2023
Q3 | $619K | Buy |
+11,691
| New | +$619K | 0.18% | 231 |
|
|
2023
Q2 | – | Sell |
-3,344
| Closed | -$254K | – | 558 |
|
|
2023
Q1 | $254K | Buy |
+3,344
| New | +$254K | 0.15% | 294 |
|