Crossmark Global Holdings’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 | $956K | Buy |
15,321
+265
| +2% | +$16.5K | 0.02% | 634 |
|
|
2025
Q1 | $950K | Sell |
15,056
-23
| -0.2% | -$1.45K | 0.02% | 623 |
|
|
2024
Q4 | $821K | Sell |
15,079
-2
| -0% | -$109 | 0.02% | 640 |
|
|
2024
Q3 | $940K | Buy |
15,081
+928
| +7% | +$57.8K | 0.02% | 630 |
|
|
2024
Q2 | $779K | Sell |
14,153
-1,208
| -8% | -$66.5K | 0.01% | 667 |
|
|
2024
Q1 | $867K | Buy |
15,361
+256
| +2% | +$14.4K | 0.02% | 664 |
|
|
2023
Q4 | $979K | Buy |
+15,105
| New | +$979K | 0.02% | 607 |
|
|
2023
Q2 | – | Sell |
-2,846
| Closed | -$216K | – | 1341 |
|
|
2023
Q1 | $216K | Buy |
+2,846
| New | +$216K | 0.01% | 1195 |
|
|
2018
Q1 | – | Sell |
-3,565
| Closed | -$241K | – | 1632 |
|
|
2017
Q4 | $241K | Buy |
3,565
+241
| +7% | +$16.3K | 0.01% | 1496 |
|
|
2017
Q3 | $219K | Buy |
+3,324
| New | +$219K | 0.01% | 1511 |
|
|
2016
Q3 | $219K | Buy |
+3,324
| New | +$219K | 0.01% | 1511 |
|