CIBC Private Wealth Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
3,034
+38
| +1% | +$2.37K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $168K | Sell |
2,996
-39
| -1% | -$2.19K | ﹤0.01% | 1138 |
|
|
2024
Q4 | $166K | Buy |
3,035
+735
| +32% | +$40.3K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $143K | Sell |
2,300
-279
| -11% | -$17.4K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $142K | Sell |
2,579
-658
| -20% | -$36.3K | ﹤0.01% | 1250 |
|
|
2024
Q1 | $181K | Sell |
3,237
-1,211
| -27% | -$67.9K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $288K | Sell |
4,448
-829
| -16% | -$53.7K | ﹤0.01% | 949 |
|
|
2023
Q3 | $279K | Buy |
+5,277
| New | +$279K | ﹤0.01% | 903 |
|
|
2022
Q1 | – | Sell |
-12,421
| Closed | -$998K | – | 1315 |
|
|
2021
Q4 | $998K | Buy |
+12,421
| New | +$998K | ﹤0.01% | 654 |
|
|
2020
Q2 | – | Sell |
-4,416
| Closed | -$251K | – | 824 |
|
|
2020
Q1 | $251K | Sell |
4,416
-6,664
| -60% | -$379K | ﹤0.01% | 755 |
|
|
2019
Q4 | $869K | Sell |
11,080
-311
| -3% | -$24.4K | ﹤0.01% | 606 |
|
|
2019
Q3 | $999K | Sell |
11,391
-108
| -0.9% | -$9.47K | ﹤0.01% | 569 |
|
|
2019
Q2 | $914K | Sell |
11,499
-20,691
| -64% | -$1.64M | ﹤0.01% | 600 |
|
|
2019
Q1 | $2.47M | Sell |
32,190
-1,365
| -4% | -$105K | 0.01% | 431 |
|
|
2018
Q4 | $2.15M | Buy |
33,555
+3,363
| +11% | +$215K | 0.01% | 435 |
|
|
2018
Q3 | $1.9M | Buy |
30,192
+1,234
| +4% | +$77.7K | 0.01% | 513 |
|
|
2018
Q2 | $1.88M | Buy |
28,958
+1,010
| +4% | +$65.6K | 0.01% | 515 |
|
|
2018
Q1 | $1.7M | Buy |
27,948
+3,269
| +13% | +$198K | 0.01% | 531 |
|
|
2017
Q4 | $1.67M | Sell |
24,679
-99
| -0.4% | -$6.68K | 0.01% | 563 |
|
|
2017
Q3 | $1.64M | Buy |
+24,778
| New | +$1.64M | 0.01% | 533 |
|