Smartleaf Asset 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 | $34.4K | Sell |
547
-355
| -39% | -$22.3K | ﹤0.01% | 1327 |
|
2025
Q1 | $56.6K | Sell |
902
-62
| -6% | -$3.89K | 0.01% | 1083 |
|
2024
Q4 | $52.6K | Buy |
964
+110
| +13% | +$6.01K | 0.01% | 1163 |
|
2024
Q3 | $53.6K | Buy |
854
+526
| +160% | +$33K | 0.01% | 892 |
|
2024
Q2 | $18.3K | Buy |
328
+94
| +40% | +$5.23K | ﹤0.01% | 1075 |
|
2024
Q1 | $13.1K | Buy |
234
+185
| +378% | +$10.4K | ﹤0.01% | 940 |
|
2023
Q4 | $3.22K | Buy |
+49
| New | +$3.22K | ﹤0.01% | 911 |
|