TritonPoint Wealth’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 | $253K | Sell |
3,992
-161
| -4% | -$10.2K | 0.02% | 305 |
|
|
2025
Q1 | $266K | Sell |
4,153
-300
| -7% | -$19.2K | 0.03% | 296 |
|
|
2024
Q4 | $247K | Buy |
4,453
+300
| +7% | +$16.6K | 0.02% | 299 |
|
|
2024
Q3 | $261K | Hold |
4,153
| – | – | 0.02% | 291 |
|
|
2024
Q2 | $232K | Sell |
4,153
-1,205
| -22% | -$67.4K | 0.02% | 293 |
|
|
2024
Q1 | $352K | Hold |
5,358
| – | – | 0.04% | 242 |
|
|
2023
Q4 | $352K | Buy |
+5,358
| New | +$352K | 0.03% | 250 |
|