D.J. St. Germain’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 | $162K | Hold |
2,600
| – | – | 0.01% | 314 |
|
|
2025
Q1 | $164K | Buy |
2,600
+1,608
| +162% | +$101K | 0.01% | 285 |
|
|
2024
Q4 | $54K | Hold |
992
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $61.8K | Hold |
992
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $54.6K | Hold |
992
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $56K | Hold |
992
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $64.3K | Sell |
992
-21
| -2% | -$1.36K | ﹤0.01% | 362 |
|
|
2023
Q3 | $53.6K | Hold |
1,013
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $67K | Buy |
+1,013
| New | +$67K | ﹤0.01% | 333 |
|