SWP Financial’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 | $209K | Sell |
3,352
-116
| -3% | -$7.24K | 0.11% | 71 |
|
|
2025
Q1 | $219K | Buy |
+3,468
| New | +$219K | 0.13% | 61 |
|
|
2024
Q4 | – | Sell |
-4,173
| Closed | -$260K | – | 73 |
|
|
2024
Q3 | $260K | Sell |
4,173
-182
| -4% | -$11.3K | 0.16% | 45 |
|
|
2024
Q2 | $240K | Sell |
4,355
-1,719
| -28% | -$94.6K | 0.16% | 46 |
|
|
2024
Q1 | $343K | Buy |
6,074
+250
| +4% | +$14.1K | 0.24% | 31 |
|
|
2023
Q4 | $377K | Buy |
+5,824
| New | +$377K | 0.29% | 28 |
|