B. Metzler seel. Sohn & Co’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 | $352K | Hold |
5,645
| – | – | ﹤0.01% | 680 |
|
|
2025
Q1 | $356K | Sell |
5,645
-4,634
| -45% | -$292K | ﹤0.01% | 671 |
|
|
2024
Q4 | $560K | Hold |
10,279
| – | – | 0.01% | 632 |
|
|
2024
Q3 | $640K | Hold |
10,279
| – | – | 0.01% | 614 |
|
|
2024
Q2 | $566K | Buy |
10,279
+277
| +3% | +$15.2K | 0.01% | 623 |
|
|
2024
Q1 | $565K | Buy |
10,002
+4,634
| +86% | +$262K | 0.01% | 605 |
|
|
2023
Q4 | $348K | Sell |
5,368
-113
| -2% | -$7.32K | ﹤0.01% | 653 |
|
|
2023
Q3 | $290K | Buy |
5,481
+1,230
| +29% | +$65.1K | ﹤0.01% | 648 |
|
|
2023
Q2 | $281K | Hold |
4,251
| – | – | ﹤0.01% | 657 |
|
|
2023
Q1 | $323K | Hold |
4,251
| – | – | 0.01% | 615 |
|
|
2022
Q4 | $325K | Hold |
4,251
| – | – | 0.01% | 616 |
|
|
2022
Q3 | $291K | Buy |
4,251
+193
| +5% | +$13.2K | 0.01% | 638 |
|
|
2022
Q2 | $329K | Hold |
4,058
| – | – | 0.01% | 630 |
|
|
2022
Q1 | $321K | Hold |
4,058
| – | – | ﹤0.01% | 677 |
|
|
2021
Q4 | $326K | Buy |
+4,058
| New | +$326K | ﹤0.01% | 633 |
|