Blue Trust Inc’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 | $57.3K | Buy |
919
+237
| +35% | +$14.8K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $43K | Sell |
682
-167
| -20% | -$10.5K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $46.3K | Sell |
849
-710
| -46% | -$38.7K | ﹤0.01% | 1377 |
|
|
2024
Q3 | $85.8K | Buy |
1,559
+613
| +65% | +$33.7K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $53.4K | Buy |
946
+675
| +249% | +$38.1K | ﹤0.01% | 1225 |
|
|
2024
Q1 | $15.3K | Sell |
271
-816
| -75% | -$46.1K | ﹤0.01% | 1325 |
|
|
2023
Q4 | $59K | Buy |
1,087
+334
| +44% | +$18.1K | ﹤0.01% | 870 |
|
|
2023
Q3 | $50K | Sell |
753
-19
| -2% | -$1.26K | ﹤0.01% | 852 |
|
|
2023
Q2 | $59K | Sell |
772
-123
| -14% | -$9.4K | ﹤0.01% | 650 |
|
|
2023
Q1 | $68K | Sell |
895
-42
| -4% | -$3.19K | ﹤0.01% | 905 |
|
|
2022
Q4 | $64K | Buy |
937
+170
| +22% | +$11.6K | ﹤0.01% | 828 |
|
|
2022
Q3 | $62K | Buy |
767
+57
| +8% | +$4.61K | ﹤0.01% | 681 |
|
|
2022
Q2 | $56K | Buy |
+710
| New | +$56K | ﹤0.01% | 655 |
|