Capital Analysts LLC’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 | $60K | Buy |
964
+7
| +0.7% | +$436 | ﹤0.01% | 778 |
|
|
2025
Q1 | $61K | Buy |
957
+7
| +0.7% | +$446 | ﹤0.01% | 750 |
|
|
2024
Q4 | $52K | Buy |
950
+7
| +0.7% | +$383 | ﹤0.01% | 739 |
|
|
2024
Q3 | $59K | Buy |
943
+6
| +0.6% | +$375 | ﹤0.01% | 688 |
|
|
2024
Q2 | $52K | Buy |
937
+7
| +0.8% | +$388 | ﹤0.01% | 704 |
|
|
2024
Q1 | $52K | Buy |
930
+5
| +0.5% | +$280 | ﹤0.01% | 659 |
|
|
2023
Q4 | $60K | Sell |
925
-10
| -1% | -$649 | ﹤0.01% | 618 |
|
|
2023
Q3 | $50K | Buy |
935
+6
| +0.6% | +$321 | ﹤0.01% | 607 |
|
|
2023
Q2 | $62K | Buy |
929
+6
| +0.7% | +$400 | ﹤0.01% | 544 |
|
|
2023
Q1 | $70K | Buy |
923
+77
| +9% | +$5.84K | ﹤0.01% | 527 |
|
|
2022
Q4 | $65K | Buy |
846
+132
| +18% | +$10.1K | ﹤0.01% | 575 |
|
|
2022
Q3 | $49K | Buy |
714
+5
| +0.7% | +$343 | ﹤0.01% | 569 |
|
|
2022
Q2 | $57K | Buy |
709
+57
| +9% | +$4.58K | ﹤0.01% | 535 |
|
|
2022
Q1 | $52K | Buy |
652
+215
| +49% | +$17.1K | ﹤0.01% | 543 |
|
|
2021
Q4 | $35K | Buy |
437
+5
| +1% | +$400 | ﹤0.01% | 623 |
|
|
2021
Q3 | $31K | Buy |
432
+56
| +15% | +$4.02K | ﹤0.01% | 640 |
|
|
2021
Q2 | $27K | Buy |
376
+5
| +1% | +$359 | ﹤0.01% | 632 |
|
|
2021
Q1 | $26K | Buy |
371
+10
| +3% | +$701 | ﹤0.01% | 684 |
|
|
2020
Q4 | $25K | Hold |
361
| – | – | ﹤0.01% | 492 |
|
|
2020
Q3 | $23K | Hold |
361
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $24K | Buy |
361
+5
| +1% | +$332 | ﹤0.01% | 457 |
|
|
2020
Q1 | $20K | Sell |
356
-298
| -46% | -$16.7K | ﹤0.01% | 449 |
|
|
2019
Q4 | $51K | Hold |
654
| – | – | 0.01% | 395 |
|
|
2019
Q3 | $57K | Hold |
654
| – | – | 0.01% | 366 |
|
|
2019
Q2 | $52K | Buy |
654
+356
| +119% | +$28.3K | 0.01% | 365 |
|
|
2019
Q1 | $22K | Hold |
298
| – | – | ﹤0.01% | 428 |
|
|
2018
Q4 | $19K | Buy |
+298
| New | +$19K | ﹤0.01% | 411 |
|
|
2013
Q3 | – | Sell |
-240
| Closed | -$15.5K | – | 317 |
|
|
2013
Q2 | $15.5K | Buy |
+240
| New | +$15.5K | ﹤0.01% | 259 |
|