Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $47.5K | Hold |
842
| – | – | 0.02% | 240 |
|
|
2023
Q4 | $54.6K | Buy |
842
+265
| +46% | +$17.2K | 0.02% | 209 |
|
|
2023
Q3 | $30.6K | Sell |
577
-76
| -12% | -$4.03K | 0.01% | 264 |
|
|
2023
Q2 | $43.2K | Hold |
653
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $50K | Buy |
653
+444
| +212% | +$34K | 0.02% | 195 |
|
|
2022
Q4 | $16K | Hold |
209
| – | – | 0.01% | 305 |
|
|
2022
Q3 | $14K | Hold |
209
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $17K | Hold |
209
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $17K | Hold |
209
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $17K | Buy |
+209
| New | +$17K | 0.01% | 363 |
|