Strategic Wealth Partners’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 | $54.3K | Buy |
+870
| New | +$54.3K | ﹤0.01% | 484 |
|
|
2019
Q4 | – | Sell |
-341
| Closed | -$30 | – | 514 |
|
|
2019
Q3 | $30 | Hold |
341
| – | – | ﹤0.01% | 339 |
|
|
2019
Q2 | $27K | Sell |
341
-614
| -64% | -$48.6K | 0.01% | 291 |
|
|
2019
Q1 | $73K | Hold |
955
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $65K | Buy |
955
+432
| +83% | +$29.4K | 0.03% | 208 |
|
|
2018
Q3 | $33K | Buy |
523
+182
| +53% | +$11.5K | 0.02% | 270 |
|
|
2018
Q2 | $22K | Hold |
341
| – | – | 0.01% | 369 |
|
|
2018
Q1 | $21K | Buy |
+341
| New | +$21K | 0.01% | 345 |
|