Rise Advisors’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 | $107K | Buy |
1,715
+17
| +1% | +$1.06K | 0.04% | 148 |
|
|
2025
Q1 | $107K | Sell |
1,698
-187
| -10% | -$11.8K | 0.05% | 140 |
|
|
2024
Q4 | $103K | Buy |
1,885
+11
| +0.6% | +$599 | 0.05% | 138 |
|
|
2024
Q3 | $117K | Buy |
1,874
+11
| +0.6% | +$685 | 0.06% | 135 |
|
|
2024
Q2 | $103K | Buy |
1,863
+11
| +0.6% | +$606 | 0.05% | 145 |
|
|
2024
Q1 | $105K | Buy |
1,852
+537
| +41% | +$30.3K | 0.06% | 148 |
|
|
2023
Q4 | $85.2K | Sell |
1,315
-24
| -2% | -$1.56K | 0.06% | 114 |
|
|
2023
Q3 | $70.9K | Buy |
1,339
+4
| +0.3% | +$212 | 0.06% | 111 |
|
|
2023
Q2 | $88.4K | Buy |
1,335
+2
| +0.2% | +$132 | 0.07% | 108 |
|
|
2023
Q1 | $101K | Buy |
1,333
+3
| +0.2% | +$228 | 0.08% | 102 |
|
|
2022
Q4 | $102K | Buy |
1,330
+189
| +17% | +$14.5K | 0.08% | 103 |
|
|
2022
Q3 | $78K | Hold |
1,141
| – | – | 0.06% | 114 |
|
|
2022
Q2 | $93K | Hold |
1,141
| – | – | 0.09% | 98 |
|
|
2022
Q1 | $90K | Hold |
1,141
| – | – | 0.08% | 107 |
|
|
2021
Q4 | $91.7K | Buy |
+1,141
| New | +$91.7K | 0.09% | 101 |
|