Demars Financial Group’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 | $1.12M | Sell |
18,028
-1,042,788
| -98% | -$65M | 0.43% | 22 |
|
|
2025
Q1 | $16.8M | Buy |
1,060,816
+62,524
| +6% | +$991K | 0.48% | 22 |
|
|
2024
Q4 | $18.3M | Buy |
998,292
+988,409
| +10,001% | +$18.1M | 0.59% | 23 |
|
|
2024
Q3 | $616K | Buy |
9,883
+216
| +2% | +$13.5K | 0.28% | 34 |
|
|
2024
Q2 | $532K | Buy |
9,667
+444
| +5% | +$24.4K | 0.26% | 40 |
|
|
2024
Q1 | $521K | Buy |
+9,223
| New | +$521K | 0.26% | 42 |
|
|
2023
Q4 | – | Sell |
-77,814
| Closed | -$4.12M | – | 80 |
|
|
2023
Q3 | $4.12M | Buy |
77,814
+9,530
| +14% | +$505K | 2.36% | 13 |
|
|
2023
Q2 | $4.52M | Buy |
68,284
+229
| +0.3% | +$15.2K | 2.51% | 12 |
|
|
2023
Q1 | $5.16M | Sell |
68,055
-1,956
| -3% | -$148K | 2.85% | 7 |
|
|
2022
Q4 | $5.36M | Buy |
70,011
+3,070
| +5% | +$235K | 2.96% | 7 |
|
|
2022
Q3 | $4.58M | Sell |
66,941
-6,750
| -9% | -$461K | 2.72% | 8 |
|
|
2022
Q2 | $5.98M | Sell |
73,691
-930
| -1% | -$75.5K | 3.41% | 6 |
|
|
2022
Q1 | $5.91M | Buy |
74,621
+11,713
| +19% | +$927K | 2.97% | 5 |
|
|
2021
Q4 | $5.06M | Buy |
62,908
+2,357
| +4% | +$189K | 2.68% | 6 |
|
|
2021
Q3 | $4.33M | Buy |
60,551
+54,376
| +881% | +$3.89M | 2.55% | 10 |
|
|
2021
Q2 | $451K | Buy |
6,175
+225
| +4% | +$16.4K | 0.27% | 59 |
|
|
2021
Q1 | $412K | Buy |
5,950
+2,506
| +73% | +$174K | 0.28% | 57 |
|
|
2020
Q4 | $238K | Buy |
+3,444
| New | +$238K | 0.17% | 64 |
|