CVA Family Office’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 | $1.25K | Buy |
+20
| New | +$1.25K | ﹤0.01% | 1056 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$2.49K | – | 1345 |
|
|
2024
Q3 | $2.49K | Buy |
40
+11
| +38% | +$685 | ﹤0.01% | 952 |
|
|
2024
Q2 | $1.6K | Buy |
+29
| New | +$1.6K | ﹤0.01% | 1000 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$2.71K | – | 1076 |
|
|
2023
Q1 | $2.71K | Hold |
36
| – | – | ﹤0.01% | 836 |
|
|
2022
Q4 | $2.74K | Sell |
36
-25
| -41% | -$1.9K | ﹤0.01% | 799 |
|
|
2022
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 750 |
|
|
2022
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 781 |
|
|
2021
Q4 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 761 |
|
|
2021
Q3 | – | Sell |
-61
| Closed | -$4K | – | 891 |
|
|
2021
Q2 | $4K | Buy |
61
+35
| +135% | +$2.3K | ﹤0.01% | 813 |
|
|
2021
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 726 |
|