PFG Investments’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 | $720K | Sell |
11,539
-4,387
| -28% | -$274K | 0.04% | 400 |
|
|
2025
Q1 | $1.01M | Buy |
15,926
+3,514
| +28% | +$222K | 0.06% | 302 |
|
|
2024
Q4 | $676K | Buy |
12,412
+4,346
| +54% | +$237K | 0.04% | 391 |
|
|
2024
Q3 | $502K | Sell |
8,066
-361
| -4% | -$22.5K | 0.03% | 496 |
|
|
2024
Q2 | $464K | Sell |
8,427
-293
| -3% | -$16.1K | 0.03% | 477 |
|
|
2024
Q1 | $492K | Buy |
+8,720
| New | +$492K | 0.03% | 536 |
|
|
2023
Q4 | – | Sell |
-3,813
| Closed | -$202K | – | 549 |
|
|
2023
Q3 | $202K | Sell |
3,813
-84
| -2% | -$4.45K | 0.04% | 460 |
|
|
2023
Q2 | $258K | Sell |
3,897
-1,037
| -21% | -$68.6K | 0.05% | 409 |
|
|
2023
Q1 | $374K | Buy |
+4,934
| New | +$374K | 0.08% | 296 |
|