Prosperitas Financial’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,001
| Closed | -$220K | – | 73 |
|
|
2024
Q2 | $220K | Sell |
4,001
-897
| -18% | -$49.4K | 0.13% | 58 |
|
|
2024
Q1 | $276K | Sell |
4,898
-157
| -3% | -$8.86K | 0.18% | 52 |
|
|
2023
Q4 | $328K | Sell |
5,055
-43
| -0.8% | -$2.79K | 0.24% | 51 |
|
|
2023
Q3 | $270K | Buy |
+5,098
| New | +$270K | 0.21% | 56 |
|