Capital Investment Advisory Services’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 | $520K | Buy |
8,333
+3
| +0% | +$187 | 0.04% | 337 |
|
|
2025
Q1 | $526K | Sell |
8,330
-368
| -4% | -$23.2K | 0.05% | 312 |
|
|
2024
Q4 | $474K | Buy |
8,698
+259
| +3% | +$14.1K | 0.05% | 296 |
|
|
2024
Q3 | $526K | Buy |
8,439
+65
| +0.8% | +$4.05K | 0.05% | 288 |
|
|
2024
Q2 | $461K | Buy |
8,374
+1,157
| +16% | +$63.7K | 0.05% | 301 |
|
|
2024
Q1 | $407K | Sell |
7,217
-141
| -2% | -$7.96K | 0.04% | 340 |
|
|
2023
Q4 | $477K | Sell |
7,358
-484
| -6% | -$31.4K | 0.04% | 299 |
|
|
2023
Q3 | $415K | Sell |
7,842
-1,351
| -15% | -$71.6K | 0.04% | 310 |
|
|
2023
Q2 | $608K | Buy |
9,193
+159
| +2% | +$10.5K | 0.06% | 242 |
|
|
2023
Q1 | $685K | Sell |
9,034
-1,038
| -10% | -$78.7K | 0.08% | 212 |
|
|
2022
Q4 | $771K | Buy |
10,072
+175
| +2% | +$13.4K | 0.09% | 200 |
|
|
2022
Q3 | $677K | Sell |
9,897
-362
| -4% | -$24.8K | 0.09% | 201 |
|
|
2022
Q2 | $833K | Buy |
10,259
+179
| +2% | +$14.5K | 0.1% | 173 |
|
|
2022
Q1 | $798K | Buy |
10,080
+1,087
| +12% | +$86.1K | 0.09% | 205 |
|
|
2021
Q4 | $723K | Buy |
8,993
+591
| +7% | +$47.5K | 0.09% | 215 |
|
|
2021
Q3 | $601K | Buy |
8,402
+255
| +3% | +$18.2K | 0.08% | 234 |
|
|
2021
Q2 | $595K | Buy |
8,147
+145
| +2% | +$10.6K | 0.07% | 249 |
|
|
2021
Q1 | $555K | Buy |
8,002
+498
| +7% | +$34.5K | 0.08% | 230 |
|
|
2020
Q4 | $519K | Buy |
7,504
+1,189
| +19% | +$82.2K | 0.08% | 244 |
|
|
2020
Q3 | $403K | Sell |
6,315
-272
| -4% | -$17.4K | 0.08% | 235 |
|
|
2020
Q2 | $436K | Buy |
6,587
+393
| +6% | +$26K | 0.09% | 196 |
|
|
2020
Q1 | $352K | Buy |
6,194
+291
| +5% | +$16.5K | 0.09% | 211 |
|
|
2019
Q4 | $463K | Buy |
5,903
+260
| +5% | +$20.4K | 0.12% | 166 |
|
|
2019
Q3 | $495K | Sell |
5,643
-996
| -15% | -$87.4K | 0.14% | 147 |
|
|
2019
Q2 | $549K | Buy |
6,639
+1,635
| +33% | +$135K | 0.17% | 127 |
|
|
2019
Q1 | $384K | Sell |
5,004
-218
| -4% | -$16.7K | 0.14% | 141 |
|
|
2018
Q4 | $334K | Buy |
5,222
+369
| +8% | +$23.6K | 0.14% | 136 |
|
|
2018
Q3 | $306K | Buy |
4,853
+253
| +6% | +$16K | 0.14% | 159 |
|
|
2018
Q2 | $299K | Buy |
4,600
+112
| +2% | +$7.28K | 0.15% | 157 |
|
|
2018
Q1 | $272K | Buy |
4,488
+289
| +7% | +$17.5K | 0.15% | 153 |
|
|
2017
Q4 | $283K | Buy |
4,199
+365
| +10% | +$24.6K | 0.17% | 145 |
|
|
2017
Q3 | $253K | Buy |
3,834
+379
| +11% | +$25K | 0.16% | 148 |
|
|
2017
Q2 | $223K | Buy |
+3,455
| New | +$223K | 0.15% | 148 |
|