Clearstead Advisors’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 | $23.3K | Buy |
373
+322
| +631% | +$20.1K | ﹤0.01% | 1559 |
|
|
2025
Q1 | $3.22K | Sell |
51
-58
| -53% | -$3.66K | ﹤0.01% | 1813 |
|
|
2024
Q4 | $5.94K | Buy |
109
+9
| +9% | +$490 | ﹤0.01% | 1681 |
|
|
2024
Q3 | $6.23K | Hold |
100
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q2 | $5.51K | Hold |
100
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q1 | $5.87K | Hold |
100
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q4 | $6.48K | Sell |
100
-527
| -84% | -$34.2K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $33.2K | Buy |
627
+455
| +265% | +$24.1K | ﹤0.01% | 944 |
|
|
2023
Q2 | $11.4K | Sell |
172
-134
| -44% | -$8.84K | ﹤0.01% | 971 |
|
|
2023
Q1 | $23.2K | Hold |
306
| – | – | ﹤0.01% | 821 |
|
|
2022
Q4 | $23.4K | Sell |
306
-104
| -25% | -$7.97K | ﹤0.01% | 772 |
|
|
2022
Q3 | $28K | Hold |
410
| – | – | ﹤0.01% | 711 |
|
|
2022
Q2 | $33K | Hold |
410
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $32K | Sell |
410
-205
| -33% | -$16K | ﹤0.01% | 769 |
|
|
2021
Q4 | $49K | Buy |
+615
| New | +$49K | ﹤0.01% | 655 |
|
|
2021
Q3 | – | Sell |
-204
| Closed | -$15K | – | 1404 |
|
|
2021
Q2 | $15K | Buy |
+204
| New | +$15K | ﹤0.01% | 752 |
|