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