Transcendent Capital Group’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
Q1 | – | Sell |
-4,850
| Closed | -$413K | – | 424 |
|
|
2024
Q4 | $413K | Buy |
4,850
+4,263
| +726% | +$363K | 0.21% | 73 |
|
|
2024
Q3 | $36.6K | Buy |
587
+9
| +2% | +$561 | 0.02% | 233 |
|
|
2024
Q2 | $31.8K | Buy |
578
+9
| +2% | +$496 | 0.02% | 228 |
|
|
2024
Q1 | $32.1K | Buy |
569
+7
| +1% | +$395 | 0.02% | 224 |
|
|
2023
Q4 | $36.4K | Buy |
+562
| New | +$36.4K | 0.02% | 172 |
|