Waverly Advisors’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 | $621K | Buy |
9,959
+59
| +0.6% | +$3.68K | 0.01% | 746 |
|
|
2025
Q1 | $625K | Buy |
9,900
+54
| +0.5% | +$3.41K | 0.01% | 724 |
|
|
2024
Q4 | $536K | Sell |
9,846
-1,557
| -14% | -$84.8K | 0.01% | 664 |
|
|
2024
Q3 | $710K | Sell |
11,403
-3,666
| -24% | -$228K | 0.01% | 511 |
|
|
2024
Q2 | $830K | Sell |
15,069
-293
| -2% | -$16.1K | 0.02% | 464 |
|
|
2024
Q1 | $867K | Sell |
15,362
-1,363
| -8% | -$76.9K | 0.02% | 392 |
|
|
2023
Q4 | $1.08M | Sell |
16,725
-1,586
| -9% | -$103K | 0.04% | 212 |
|
|
2023
Q3 | $970K | Buy |
+18,311
| New | +$970K | 0.04% | 201 |
|