Stratos Investment 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
2023
Q3
Sell
-3,779
Closed -$250K 175
2023
Q2
$250K Sell
3,779
-292
-7% -$19.3K 0.04% 153
2023
Q1
$309K Buy
4,071
+807
+25% +$61.2K 0.05% 141
2022
Q4
$250K Buy
+3,264
New +$250K 0.04% 143