Ridgewood 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 | $37.4K | Hold |
600
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $37.9K | Sell |
600
-150
| -20% | -$9.47K | 0.02% | 351 |
|
|
2024
Q4 | $40.9K | Hold |
750
| – | – | 0.02% | 338 |
|
|
2024
Q3 | $46.7K | Hold |
750
| – | – | 0.02% | 322 |
|
|
2024
Q2 | $41.3K | Buy |
+750
| New | +$41.3K | 0.02% | 345 |
|
|
2023
Q3 | – | Sell |
-766
| Closed | -$50.7K | – | 781 |
|
|
2023
Q2 | $50.7K | Hold |
766
| – | – | 0.03% | 324 |
|
|
2023
Q1 | $58.1K | Buy |
+766
| New | +$58.1K | 0.04% | 316 |
|