Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73K | Buy |
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|
2025
Q2 | $60K | Buy |
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|
2025
Q1 | $61K | Buy |
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|
2024
Q4 | $52K | Buy |
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|
2024
Q3 | $59K | Buy |
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|
2024
Q2 | $52K | Buy |
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|
2024
Q1 | $52K | Buy |
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|
2023
Q4 | $60K | Sell |
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|
2023
Q3 | $50K | Buy |
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|
2023
Q2 | $62K | Buy |
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|
2023
Q1 | $70K | Buy |
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|
2022
Q4 | $65K | Buy |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $19K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $15.5K | Buy |
|