Benjamin Edwards Inc’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
5,142
+74
| +1% | +$4.62K | ﹤0.01% | 974 |
|
|
2025
Q1 | $320K | Buy |
5,068
+75
| +2% | +$4.73K | ﹤0.01% | 917 |
|
|
2024
Q4 | $272K | Buy |
4,993
+17
| +0.3% | +$926 | ﹤0.01% | 998 |
|
|
2024
Q3 | $310K | Buy |
4,976
+4,062
| +444% | +$253K | ﹤0.01% | 940 |
|
|
2024
Q2 | $50K | Sell |
914
-5
| -0.5% | -$274 | 0.01% | 500 |
|
|
2024
Q1 | $52K | Sell |
919
-1,677
| -65% | -$94.9K | 0.01% | 478 |
|
|
2023
Q4 | $168K | Sell |
2,596
-161
| -6% | -$10.4K | 0.04% | 348 |
|
|
2023
Q3 | $146K | Sell |
2,757
-129
| -4% | -$6.83K | 0.03% | 331 |
|
|
2023
Q2 | $191K | Buy |
2,886
+8
| +0.3% | +$529 | 0.04% | 281 |
|
|
2023
Q1 | $218K | Buy |
2,878
+538
| +23% | +$40.8K | 0.05% | 261 |
|
|
2022
Q4 | $179K | Buy |
2,340
+208
| +10% | +$15.9K | 0.05% | 271 |
|
|
2022
Q3 | $146K | Buy |
2,132
+179
| +9% | +$12.3K | 0.04% | 292 |
|
|
2022
Q2 | $158K | Buy |
1,953
+326
| +20% | +$26.4K | 0.05% | 279 |
|
|
2022
Q1 | $129K | Buy |
1,627
+587
| +56% | +$46.5K | 0.04% | 320 |
|
|
2021
Q4 | $84K | Buy |
1,040
+807
| +346% | +$65.2K | 0.03% | 366 |
|
|
2021
Q3 | $17K | Buy |
+233
| New | +$17K | 0.01% | 419 |
|