Rockport Wealth’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 | $391K | Buy |
+6,271
| New | +$391K | 0.09% | 55 |
|
|
2025
Q1 | – | Sell |
-6,271
| Closed | -$361K | – | 73 |
|
|
2024
Q4 | $361K | Hold |
6,271
| – | – | 0.16% | 48 |
|
|
2024
Q3 | $391K | Buy |
6,271
+489
| +8% | +$30.5K | 0.1% | 47 |
|
|
2024
Q2 | $318K | Hold |
5,782
| – | – | 0.13% | 49 |
|
|
2024
Q1 | $325K | Buy |
+5,782
| New | +$325K | 0.22% | 45 |
|