Creekmur Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5K | Buy |
473
+126
| +36% | +$7.85K | 0.01% | 395 |
|
|
2025
Q1 | $21.9K | Hold |
347
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $18.9K | Sell |
347
-1
| -0.3% | -$55 | ﹤0.01% | 349 |
|
|
2024
Q3 | $21.7K | Hold |
348
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $19.2K | Sell |
348
-373
| -52% | -$20.6K | ﹤0.01% | 387 |
|
|
2024
Q1 | $40.7K | Sell |
721
-580
| -45% | -$32.7K | 0.01% | 277 |
|
|
2023
Q4 | $84.3K | Buy |
+1,301
| New | +$84.3K | 0.03% | 229 |
|