Paladin Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Sell |
220
-378
| -63% | -$23.6K | 0.01% | 189 |
|
|
2025
Q1 | $37.7K | Hold |
598
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $32.6K | Hold |
598
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $37.3K | Hold |
598
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $32.7K | Hold |
598
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $33.5K | Hold |
598
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $38.8K | Sell |
598
-13
| -2% | -$843 | 0.03% | 155 |
|
|
2023
Q3 | $32.3K | Hold |
611
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $40.4K | Hold |
611
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $46.3K | Buy |
+611
| New | +$46.3K | 0.04% | 157 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 262 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 268 |
|
|
2022
Q2 | – | Sell |
-611
| Closed | -$48K | – | 269 |
|
|
2022
Q1 | $48K | Buy |
+611
| New | +$48K | 0.04% | 175 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 260 |
|