BOK Financial’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 | $4.24K | Hold |
68
| – | – | ﹤0.01% | 1010 |
|
|
2025
Q1 | $4.29K | Hold |
68
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q4 | $3.66K | Sell |
68
-3
| -4% | -$162 | ﹤0.01% | 1077 |
|
|
2024
Q3 | $4.33K | Sell |
71
-212
| -75% | -$12.9K | ﹤0.01% | 1081 |
|
|
2024
Q2 | $15.6K | Hold |
283
| – | – | ﹤0.01% | 925 |
|
|
2024
Q1 | $15.9K | Sell |
283
-500
| -64% | -$28K | ﹤0.01% | 925 |
|
|
2023
Q4 | $50.7K | Buy |
783
+494
| +171% | +$32K | ﹤0.01% | 806 |
|
|
2023
Q3 | $15.2K | Buy |
289
+241
| +502% | +$12.7K | ﹤0.01% | 870 |
|
|
2023
Q2 | $3.18K | Hold |
48
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $3.64K | Buy |
+48
| New | +$3.64K | ﹤0.01% | 1076 |
|
|
2015
Q2 | – | Sell |
-3,898
| Closed | -$260K | – | 894 |
|
|
2015
Q1 | $260K | Buy |
+3,898
| New | +$260K | 0.01% | 713 |
|
|
2014
Q4 | – | Sell |
-3,310
| Closed | -$206K | – | 802 |
|
|
2014
Q3 | $206K | Buy |
+3,310
| New | +$206K | 0.01% | 796 |
|