CarsonAllaria Wealth Management’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 | $444K | Buy |
7,122
+53
| +0.7% | +$3.31K | 0.24% | 39 |
|
|
2025
Q1 | $446K | Sell |
7,069
-2,718
| -28% | -$172K | 0.26% | 39 |
|
|
2024
Q4 | $533K | Buy |
9,787
+92
| +0.9% | +$5.01K | 0.31% | 35 |
|
|
2024
Q3 | $604K | Buy |
9,695
+93
| +1% | +$5.79K | 0.35% | 34 |
|
|
2024
Q2 | $529K | Buy |
9,602
+97
| +1% | +$5.34K | 0.32% | 34 |
|
|
2024
Q1 | $537K | Buy |
9,505
+77
| +0.8% | +$4.35K | 0.34% | 35 |
|
|
2023
Q4 | $611K | Buy |
9,428
+1,822
| +24% | +$118K | 0.44% | 31 |
|
|
2023
Q3 | $403K | Buy |
7,606
+12
| +0.2% | +$636 | 0.33% | 35 |
|
|
2023
Q2 | $503K | Buy |
7,594
+12
| +0.2% | +$794 | 0.4% | 33 |
|
|
2023
Q1 | $575K | Buy |
7,582
+10
| +0.1% | +$759 | 0.48% | 28 |
|
|
2022
Q4 | $580K | Buy |
7,572
+11
| +0.1% | +$843 | 0.51% | 29 |
|
|
2022
Q3 | $517K | Buy |
7,561
+53
| +0.7% | +$3.62K | 0.48% | 28 |
|
|
2022
Q2 | $609K | Buy |
7,508
+50
| +0.7% | +$4.06K | 0.57% | 24 |
|
|
2022
Q1 | $591K | Buy |
7,458
+99
| +1% | +$7.85K | 0.53% | 30 |
|
|
2021
Q4 | $591K | Buy |
+7,359
| New | +$591K | 0.52% | 29 |
|