CIBC Private Wealth Group’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 | $337K | Buy |
|
|||||
|
2025
Q2 | $189K | Buy |
|
|||||
|
2025
Q1 | $168K | Sell |
|
|||||
|
2024
Q4 | $166K | Buy |
|
|||||
|
2024
Q3 | $143K | Sell |
|
|||||
|
2024
Q2 | $142K | Sell |
|
|||||
|
2024
Q1 | $181K | Sell |
|
|||||
|
2023
Q4 | $288K | Sell |
|
|||||
|
2023
Q3 | $279K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $998K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $251K | Sell |
|
|||||
|
2019
Q4 | $869K | Sell |
|
|||||
|
2019
Q3 | $999K | Sell |
|
|||||
|
2019
Q2 | $914K | Sell |
|
|||||
|
2019
Q1 | $2.47M | Sell |
|
|||||
|
2018
Q4 | $2.15M | Buy |
|
|||||
|
2018
Q3 | $1.9M | Buy |
|
|||||
|
2018
Q2 | $1.88M | Buy |
|
|||||
|
2018
Q1 | $1.7M | Buy |
|
|||||
|
2017
Q4 | $1.67M | Sell |
|
|||||
|
2017
Q3 | $1.64M | Buy |
|