Shelton Capital Management’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 | $489K | Sell |
7,840
-124
| -2% | -$7.74K | 0.01% | 346 |
|
|
2025
Q1 | $503K | Sell |
7,964
-296
| -4% | -$18.7K | 0.01% | 330 |
|
|
2024
Q4 | $450K | Sell |
8,260
-391
| -5% | -$21.3K | 0.01% | 373 |
|
|
2024
Q3 | $539K | Sell |
8,651
-258
| -3% | -$16.1K | 0.01% | 333 |
|
|
2024
Q2 | $490K | Sell |
8,909
-312
| -3% | -$17.2K | 0.01% | 340 |
|
|
2024
Q1 | $520K | Hold |
9,221
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $598K | Buy |
+9,221
| New | +$598K | 0.02% | 306 |
|