CM
Crestline Management’s W.P. Carey WPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,576
| Closed | -$304K | – | 658 |
|
2024
Q4 | $304K | Sell |
5,576
-3,043
| -35% | -$166K | 0.01% | 614 |
|
2024
Q3 | $537K | Buy |
+8,619
| New | +$537K | 0.03% | 355 |
|
2020
Q4 | – | Sell |
-20,000
| Closed | -$1.3M | – | 156 |
|
2020
Q3 | $1.3M | Buy |
+20,000
| New | +$1.3M | 0.19% | 56 |
|
2019
Q3 | – | Sell |
-16,973
| Closed | -$1.38M | – | 110 |
|
2019
Q2 | $1.38M | Buy |
+16,973
| New | +$1.38M | 0.19% | 54 |
|