Capital Advisors Ltd’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 | $2K | Sell |
31
-8
| -21% | -$516 | ﹤0.01% | 1114 |
|
|
2025
Q1 | $2K | Buy |
39
+8
| +26% | +$410 | ﹤0.01% | 1104 |
|
|
2024
Q4 | $2K | Sell |
31
-23
| -43% | -$1.48K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q2 | $3K | Buy |
54
+23
| +74% | +$1.28K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $2K | Buy |
31
+7
| +29% | +$452 | ﹤0.01% | 1092 |
|
|
2023
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1067 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 1558 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1360 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 1237 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 958 |
|