Bell Investment 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 | $7.17K | Hold |
115
| – | – | ﹤0.01% | 812 |
|
|
2025
Q1 | $7.26K | Sell |
115
-14
| -11% | -$884 | ﹤0.01% | 730 |
|
|
2024
Q4 | $7.03K | Buy |
129
+5
| +4% | +$272 | ﹤0.01% | 755 |
|
|
2024
Q3 | $7.73K | Hold |
124
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $6.83K | Sell |
124
-9
| -7% | -$496 | ﹤0.01% | 772 |
|
|
2024
Q1 | $7.51K | Hold |
133
| – | – | ﹤0.01% | 710 |
|
|
2023
Q4 | $8.62K | Sell |
133
-99
| -43% | -$6.42K | ﹤0.01% | 620 |
|
|
2023
Q3 | $12.3K | Buy |
232
+96
| +71% | +$5.08K | ﹤0.01% | 433 |
|
|
2023
Q2 | $8.99K | Buy |
136
+23
| +20% | +$1.52K | ﹤0.01% | 549 |
|
|
2023
Q1 | $8.6K | Sell |
113
-14
| -11% | -$1.07K | ﹤0.01% | 540 |
|
|
2022
Q4 | $9.69K | Sell |
127
-2
| -2% | -$153 | ﹤0.01% | 496 |
|
|
2022
Q3 | $9K | Sell |
129
-42
| -25% | -$2.93K | ﹤0.01% | 458 |
|
|
2022
Q2 | $14K | Buy |
+171
| New | +$14K | ﹤0.01% | 353 |
|
|
2021
Q4 | $13K | Sell |
167
-59
| -26% | -$4.59K | ﹤0.01% | 426 |
|
|
2021
Q3 | $16K | Buy |
+226
| New | +$16K | ﹤0.01% | 340 |
|