TFC Financial 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 | $125 | Hold |
2
| – | – | ﹤0.01% | 846 |
|
|
2025
Q1 | $127 | Hold |
2
| – | – | ﹤0.01% | 789 |
|
|
2024
Q4 | $109 | Hold |
2
| – | – | ﹤0.01% | 818 |
|
|
2024
Q3 | $125 | Hold |
2
| – | – | ﹤0.01% | 813 |
|
|
2024
Q2 | $111 | Buy |
+2
| New | +$111 | ﹤0.01% | 800 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$325 | – | 736 |
|
|
2023
Q3 | $325 | Hold |
6
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $406 | Buy |
+6
| New | +$406 | ﹤0.01% | 605 |
|