Capital Investment Advisory Services’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 | $584K | Buy |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $461K | Buy |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $685K | Sell |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $798K | Buy |
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|
2021
Q4 | $723K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $595K | Buy |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $463K | Buy |
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|
2019
Q3 | $495K | Sell |
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|
2019
Q2 | $549K | Buy |
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|
2019
Q1 | $384K | Sell |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $272K | Buy |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | $253K | Buy |
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|
2017
Q2 | $223K | Buy |
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