Private Wealth Management 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 | $8.11K | Hold |
130
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $8.21K | Hold |
130
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $7.08K | Sell |
130
-59
| -31% | -$3.22K | ﹤0.01% | 605 |
|
|
2024
Q3 | $11.8K | Hold |
189
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $10.4K | Buy |
189
+170
| +895% | +$9.36K | ﹤0.01% | 432 |
|
|
2024
Q1 | $1.07K | Sell |
19
-12
| -39% | -$678 | ﹤0.01% | 1239 |
|
|
2023
Q4 | $2.01K | Buy |
+31
| New | +$2.01K | ﹤0.01% | 980 |
|