Benjamin F. Edwards & Company’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $539K | Sell |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $602K | Hold |
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|
2021
Q3 | $536K | Hold |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $519K | Hold |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $530K | Sell |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $502K | Hold |
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|
2019
Q4 | $692K | Sell |
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|
2019
Q3 | $872K | Sell |
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|
2019
Q2 | $795K | Sell |
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|
2019
Q1 | $779K | Sell |
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|
2018
Q4 | $687K | Buy |
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|
2018
Q3 | $658K | Buy |
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|
2018
Q2 | $661K | Hold |
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|
2018
Q1 | $618K | Sell |
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|
2017
Q4 | $766K | Hold |
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|
2017
Q3 | $749K | Hold |
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|
2017
Q2 | $733K | Buy |
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|
2017
Q1 | $682K | Hold |
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|
2016
Q4 | $648K | Buy |
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|
2016
Q3 | $62K | Hold |
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|
2016
Q2 | $67K | Buy |
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|
2016
Q1 | $47K | Hold |
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|
2015
Q4 | $45K | Hold |
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|
2015
Q3 | $44K | Buy |
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