Demars Financial Group’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 | $672K | Sell |
|
|||||
|
2025
Q2 | $1.12M | Sell |
|
|||||
|
2025
Q1 | $16.8M | Buy |
|
|||||
|
2024
Q4 | $18.3M | Buy |
|
|||||
|
2024
Q3 | $616K | Buy |
|
|||||
|
2024
Q2 | $532K | Buy |
|
|||||
|
2024
Q1 | $521K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $4.12M | Buy |
|
|||||
|
2023
Q2 | $4.52M | Buy |
|
|||||
|
2023
Q1 | $5.16M | Sell |
|
|||||
|
2022
Q4 | $5.36M | Buy |
|
|||||
|
2022
Q3 | $4.58M | Sell |
|
|||||
|
2022
Q2 | $5.98M | Sell |
|
|||||
|
2022
Q1 | $5.91M | Buy |
|
|||||
|
2021
Q4 | $5.05M | Buy |
|
|||||
|
2021
Q3 | $4.33M | Buy |
|
|||||
|
2021
Q2 | $451K | Buy |
|
|||||
|
2021
Q1 | $412K | Buy |
|
|||||
|
2020
Q4 | $238K | Buy |
|