Redwood Financial Network’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
Q2 | – | Sell |
-4,319
| Closed | -$244K | – | 157 |
|
|
2024
Q1 | $244K | Sell |
4,319
-506
| -10% | -$28.6K | 0.21% | 123 |
|
|
2023
Q4 | $313K | Sell |
4,825
-193
| -4% | -$12.5K | 0.3% | 105 |
|
|
2023
Q3 | $266K | Sell |
5,018
-1,519
| -23% | -$80.5K | 0.28% | 111 |
|
|
2023
Q2 | $433K | Sell |
6,537
-22
| -0.3% | -$1.46K | 0.41% | 85 |
|
|
2023
Q1 | $498K | Buy |
6,559
+780
| +13% | +$59.2K | 0.51% | 70 |
|
|
2022
Q4 | $442K | Buy |
5,779
+630
| +12% | +$48.2K | 0.5% | 66 |
|
|
2022
Q3 | $352K | Buy |
+5,149
| New | +$352K | 0.4% | 81 |
|