Thoroughbred Financial Services’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 |
-8,614
| Closed | -$570K | – | 587 |
|
|
2023
Q2 | $570K | Sell |
8,614
-1,699
| -16% | -$112K | 0.07% | 236 |
|
|
2023
Q1 | $782K | Buy |
10,313
+746
| +8% | +$56.6K | 0.12% | 183 |
|
|
2022
Q4 | $732K | Sell |
9,567
-998
| -9% | -$76.4K | 0.12% | 180 |
|
|
2022
Q3 | $722K | Buy |
10,565
+887
| +9% | +$60.6K | 0.14% | 161 |
|
|
2022
Q2 | $785K | Buy |
9,678
+5,665
| +141% | +$459K | 0.14% | 163 |
|
|
2022
Q1 | $317K | Buy |
+4,013
| New | +$317K | 0.05% | 290 |
|