City State Bank’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 | $32.3K | Hold |
518
| – | – | 0.01% | 390 |
|
|
2025
Q1 | $32.7K | Hold |
518
| – | – | 0.01% | 383 |
|
|
2024
Q4 | $28.2K | Hold |
518
| – | – | 0.01% | 390 |
|
|
2024
Q3 | $32.3K | Sell |
518
-164
| -24% | -$10.2K | 0.01% | 376 |
|
|
2024
Q2 | $37.5K | Hold |
682
| – | – | 0.02% | 348 |
|
|
2024
Q1 | $38K | Hold |
682
| – | – | 0.02% | 346 |
|
|
2023
Q4 | $44K | Sell |
682
-14
| -2% | -$903 | 0.02% | 309 |
|
|
2023
Q3 | $37K | Hold |
696
| – | – | 0.02% | 324 |
|
|
2023
Q2 | $46K | Hold |
696
| – | – | 0.02% | 306 |
|
|
2023
Q1 | $53K | Buy |
696
+167
| +32% | +$12.7K | 0.03% | 278 |
|
|
2022
Q4 | $40K | Hold |
529
| – | – | 0.02% | 300 |
|
|
2022
Q3 | $36K | Hold |
529
| – | – | 0.03% | 296 |
|
|
2022
Q2 | $43K | Hold |
529
| – | – | 0.03% | 284 |
|
|
2022
Q1 | $42K | Hold |
529
| – | – | 0.03% | 311 |
|
|
2021
Q4 | $43K | Buy |
+529
| New | +$43K | 0.03% | 311 |
|