D.A. Davidson & Co’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Buy |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $352K | Sell |
|
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|
2024
Q3 | $421K | Buy |
|
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|
2024
Q2 | $362K | Sell |
|
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|
2024
Q1 | $410K | Sell |
|
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|
2023
Q4 | $514K | Sell |
|
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $866K | Buy |
|
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|
2023
Q1 | $982K | Sell |
|
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|
2022
Q4 | $1,000K | Sell |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | $1.02M | Buy |
|
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $910K | Buy |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $850K | Sell |
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|
2021
Q1 | $852K | Buy |
|
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $804K | Buy |
|
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $2.38M | Sell |
|
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|
2019
Q4 | $3.52M | Sell |
|
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|
2019
Q3 | $5.07M | Sell |
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|
2019
Q2 | $4.62M | Sell |
|
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|
2019
Q1 | $4.57M | Sell |
|
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|
2018
Q4 | $5.49M | Buy |
|
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|
2018
Q3 | $5.36M | Buy |
|
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|
2018
Q2 | $5.24M | Buy |
|
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|
2018
Q1 | $4.88M | Buy |
|
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|
2017
Q4 | $4.73M | Buy |
|
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|
2017
Q3 | $4.05M | Buy |
|
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|
2017
Q2 | $3.64M | Buy |
|
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $741K | Buy |
|
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|
2016
Q3 | $414K | Buy |
|
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|
2016
Q2 | $323K | Sell |
|
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|
2016
Q1 | $311K | Buy |
|
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|
2015
Q4 | $185K | Buy |
|
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|
2015
Q3 | $173K | Sell |
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|
2015
Q2 | $205K | Sell |
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|
2015
Q1 | $259K | Buy |
|
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|
2014
Q4 | $250K | Buy |
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|
2014
Q3 | $176K | Buy |
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|
2014
Q2 | $148K | Buy |
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|
2014
Q1 | $137K | Sell |
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|
2013
Q4 | $154K | Buy |
|