Venturi Wealth 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
Q1 | – | Sell |
-388
| Closed | -$21.1K | – | 1853 |
|
|
2024
Q4 | $21.1K | Buy |
388
+150
| +63% | +$8.17K | ﹤0.01% | 1245 |
|
|
2024
Q3 | $14.8K | Buy |
238
+31
| +15% | +$1.93K | ﹤0.01% | 1099 |
|
|
2024
Q2 | $11.4K | Buy |
207
+88
| +74% | +$4.85K | ﹤0.01% | 1079 |
|
|
2024
Q1 | $6.72K | Buy |
119
+51
| +75% | +$2.88K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $4.41K | Buy |
68
+9
| +15% | +$583 | ﹤0.01% | 1053 |
|
|
2023
Q3 | $3.14K | Buy |
+59
| New | +$3.14K | ﹤0.01% | 1077 |
|