Conestoga Capital 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
2023
Q2
Sell
-2,910
Closed -$221K 128
2023
Q1
$221K Hold
2,910
﹤0.01% 129
2022
Q4
$223K Buy
+2,910
New +$223K ﹤0.01% 131
2022
Q3
Sell
-2,910
Closed -$236K 139
2022
Q2
$236K Hold
2,910
﹤0.01% 134
2022
Q1
$230K Hold
2,910
﹤0.01% 137
2021
Q4
$234K Hold
2,910
﹤0.01% 141
2021
Q3
$208K Hold
2,910
﹤0.01% 143
2021
Q2
$213K Hold
2,910
﹤0.01% 141
2021
Q1
$202K Hold
2,910
﹤0.01% 140
2020
Q4
$201K Buy
+2,910
New +$201K ﹤0.01% 145
2020
Q3
Sell
-4,646
Closed -$308K 147
2020
Q2
$308K Sell
4,646
-306
-6% -$20.3K 0.01% 131
2020
Q1
$282K Hold
4,952
0.01% 126
2019
Q4
$388K Hold
4,952
0.01% 126
2019
Q3
$434K Hold
4,952
0.01% 100
2019
Q2
$394K Hold
4,952
0.01% 112
2019
Q1
$380K Hold
4,952
0.01% 109
2018
Q4
$317K Hold
4,952
0.01% 108
2018
Q3
$312K Hold
4,952
0.01% 112
2018
Q2
$322K Buy
4,952
+306
+7% +$19.9K 0.01% 109
2018
Q1
$282K Hold
4,646
0.01% 110
2017
Q4
$313K Hold
4,646
0.01% 108
2017
Q3
$307K Hold
4,646
0.01% 103
2017
Q2
$300K Buy
+4,646
New +$300K 0.02% 100