Pathway Financial Advisers’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 | $2.34M | Buy |
37,573
+669
| +2% | +$41.7K | 0.76% | 45 |
|
|
2025
Q1 | $2.33M | Buy |
36,904
+3,044
| +9% | +$192K | 0.8% | 41 |
|
|
2024
Q4 | $1.84M | Sell |
33,860
-492
| -1% | -$26.8K | 0.62% | 54 |
|
|
2024
Q3 | $2.14M | Buy |
34,352
+1,055
| +3% | +$65.7K | 0.97% | 36 |
|
|
2024
Q2 | $1.83M | Sell |
33,297
-303
| -0.9% | -$16.7K | 0.66% | 50 |
|
|
2024
Q1 | $1.9M | Buy |
33,600
+1,588
| +5% | +$89.6K | 0.68% | 50 |
|
|
2023
Q4 | $2.07M | Sell |
32,012
-2,991
| -9% | -$194K | 0.79% | 42 |
|
|
2023
Q3 | $1.85M | Buy |
+35,003
| New | +$1.85M | 0.77% | 42 |
|
|
2023
Q1 | $2.27M | Buy |
29,858
+1,961
| +7% | +$149K | 0.91% | 34 |
|
|
2022
Q4 | $2.13M | Buy |
+27,897
| New | +$2.13M | 0.87% | 39 |
|