ORG Partners’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 | $95.1K | Buy |
1,507
+20
| +1% | +$1.26K | 0.02% | 446 |
|
|
2025
Q1 | $93.9K | Sell |
1,487
-68
| -4% | -$4.3K | 0.02% | 397 |
|
|
2024
Q4 | $84.9K | Buy |
1,555
+127
| +9% | +$6.94K | 0.01% | 457 |
|
|
2024
Q3 | $89.1K | Sell |
1,428
-397
| -22% | -$24.8K | 0.01% | 406 |
|
|
2024
Q2 | $99.9K | Buy |
+1,825
| New | +$99.9K | 0.01% | 598 |
|
|
2023
Q4 | – | Sell |
-808
| Closed | -$42.8K | – | 1372 |
|
|
2023
Q3 | $42.8K | Sell |
808
-2,523
| -76% | -$134K | 0.01% | 547 |
|
|
2023
Q2 | $223K | Buy |
+3,331
| New | +$223K | 0.04% | 355 |
|