Wealthspire Advisors (New York)’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
$746K Sell
11,953
-114
-0.9% -$7.11K ﹤0.01% 442
2025
Q1
$762K Buy
12,067
+150
+1% +$9.47K ﹤0.01% 440
2024
Q4
$649K Buy
11,917
+339
+3% +$18.5K 0.01% 448
2024
Q3
$721K Buy
+11,578
New +$721K 0.01% 427