Cadence Bank’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
4,001
+1
| +0% | +$62 | 0.02% | 300 |
|
|
2025
Q1 | $252K | Hold |
4,000
| – | – | 0.02% | 293 |
|
|
2024
Q4 | $218K | Hold |
4,000
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $249K | Sell |
4,000
-132
| -3% | -$8.22K | 0.02% | 304 |
|
|
2024
Q2 | $227K | Sell |
4,132
-501
| -11% | -$27.6K | 0.02% | 278 |
|
|
2024
Q1 | $261K | Hold |
4,633
| – | – | 0.02% | 299 |
|
|
2023
Q4 | $300K | Sell |
4,633
-97
| -2% | -$6.29K | 0.02% | 276 |
|
|
2023
Q3 | $251K | Sell |
4,730
-70
| -1% | -$3.71K | 0.02% | 291 |
|
|
2023
Q2 | $318K | Buy |
+4,800
| New | +$318K | 0.03% | 271 |
|