ViaWealth’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,202
| Closed | -$294K | – | 158 |
|
|
2024
Q1 | $294K | Sell |
5,202
-1,327
| -20% | -$74.9K | 0.18% | 130 |
|
|
2023
Q4 | $423K | Buy |
6,529
+890
| +16% | +$57.7K | 0.29% | 110 |
|
|
2023
Q3 | $299K | Buy |
5,639
+1,629
| +41% | +$86.3K | 0.22% | 131 |
|
|
2023
Q2 | $265K | Buy |
+4,010
| New | +$265K | 0.2% | 131 |
|