VitalStone Financial’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
Q3 | $16.6K | Buy |
267
+4
| +2% | +$249 | 0.01% | 235 |
|
|
2024
Q2 | $14.5K | Buy |
263
+4
| +2% | +$220 | 0.01% | 246 |
|
|
2024
Q1 | $15K | Hold |
259
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $17K | Sell |
259
-5
| -2% | -$328 | 0.01% | 244 |
|
|
2023
Q3 | $14K | Hold |
264
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $20K | Buy |
+264
| New | +$20K | 0.01% | 534 |
|
|
2023
Q1 | – | Sell |
-264
| Closed | -$20K | – | 533 |
|
|
2022
Q4 | $20K | Buy |
+264
| New | +$20K | 0.01% | 268 |
|