Covestor’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 | $26K | Sell |
406
-18
| -4% | -$1.15K | 0.02% | 1158 |
|
|
2025
Q1 | $27K | Buy |
424
+3
| +0.7% | +$191 | 0.02% | 1093 |
|
|
2024
Q4 | $22K | Buy |
421
+6
| +1% | +$314 | 0.01% | 1163 |
|
|
2024
Q3 | $26K | Sell |
415
-712
| -63% | -$44.6K | 0.02% | 1130 |
|
|
2024
Q2 | $62K | Sell |
1,127
-316
| -22% | -$17.4K | 0.04% | 762 |
|
|
2024
Q1 | $81K | Buy |
1,443
+63
| +5% | +$3.54K | 0.05% | 661 |
|
|
2023
Q4 | $89K | Buy |
1,380
+581
| +73% | +$37.5K | 0.06% | 576 |
|
|
2023
Q3 | $43K | Buy |
799
+607
| +316% | +$32.7K | 0.03% | 834 |
|
|
2023
Q2 | $13K | Hold |
192
| – | – | 0.01% | 1333 |
|
|
2023
Q1 | $15K | Sell |
192
-13
| -6% | -$1.02K | 0.01% | 1125 |
|
|
2022
Q4 | $16K | Hold |
205
| – | – | 0.01% | 1117 |
|
|
2022
Q3 | $14K | Sell |
205
-11
| -5% | -$751 | 0.01% | 1134 |
|
|
2022
Q2 | $18K | Sell |
216
-614
| -74% | -$51.2K | 0.01% | 1004 |
|
|
2022
Q1 | $66K | Buy |
830
+231
| +39% | +$18.4K | 0.04% | 702 |
|
|
2021
Q4 | $48K | Buy |
+599
| New | +$48K | 0.07% | 568 |
|